IBD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 1.86M | $44.10M | +1 | −1 |
| Q1 2026 | 18 | +1 | 1.96M | $46.78M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.87M | $45.13M | — | — |
| Q3 2025 | 4 | +1 | 80.58K | $1.95M | +1 | — |
| Q2 2025 | 1 | 0 | 53.30K | $1.28M | — | — |
| Q1 2025 | 1 | 0 | 50.30K | $1.19M | — | — |
| Q4 2024 | 1 | +1 | 173.99K | $4.08M | +1 | — |
| Q2 2024 | 1 | — | 76.62K | $1.79M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 823.29K | +33.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Assetmark, Inc | 222.97K | +5.1% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 180.13K | +15.4% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 126.12K | +36.5% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 114.73K | -42.6% | $2.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 97.89K | -57.2% | $2.33M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Raymond James Financial Inc | 95.15K | +19.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 95.15K | +19.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 79.05K | -55.8% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 29.22K | +12.3% | $694,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.13K | +62.8% | $573,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 18.78K | -57.3% | $446,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 16.04K | +79.3% | $381,168 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.30K | -38.4% | $268,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 10.23K | +4.8% | $243,094 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.08K | — | $144,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 6.08K | — | $144,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 73 | +78.0% | $1,744 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | UBS Group AG | 46 | Nieuw | $1,093 | 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
| UBS Group AG | $1,093 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.32M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 104 houders, 16.34M aandelen, $388.13M 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.