HYZD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +5.4% ·
netto nieuwe posities -4.8%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 5.50M | $123.70M | +1 | −2 |
| Q1 2026 | 23 | +2 | 5.23M | $115.03M | +3 | −1 |
| Q4 2025 | 21 | +2 | 4.86M | $109.51M | +2 | — |
| Q3 2025 | 2 | 0 | 722.47K | $16.24M | — | — |
| Q2 2025 | 1 | — | 369 | $8,258 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.74M | +10.0% | $39.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.73M | +5.5% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 698.23K | +1.2% | $15.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 698.23K | +1.2% | $15.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 338.74K | +1.1% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 320.75K | +46.2% | $7.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 188.41K | -1.6% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 107.33K | +64.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 107.33K | +64.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 78.89K | +6.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 78.89K | +6.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 71.48K | +17.4% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 61.25K | -64.3% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 60.33K | +34.4% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 47.35K | +139.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 23.46K | +747.4% | $526,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 19.82K | +57.2% | $447,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 8.39K | +1.3% | $188,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.35K | +214.1% | $98,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 933 | 0.0% | $20,974 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 887 | 0.0% | $19,964 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 150 | 0.0% | $3,374 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 107 | -78.0% | $2,398 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 107 | -78.0% | $2,398 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 16 | Nieuw | $360 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northwestern Mutual Wealth… | $360 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $2.13M | was 0.0% |
| UBS AM, a distinct business… | $25,223 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 7.17M aandelen, $155.58M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.