IDHQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +19.6% ·
netto nieuwe posities +11.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.83M | +7.0% | $64.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.21M | +7.8% | $42.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 667.75K | +7.0% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 530.77K | -2.5% | $18.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 460.53K | +105.5% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 284.19K | +1084.4% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 238.12K | +5.0% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 215.30K | +219.8% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 119.75K | +2.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 92.73K | +6.3% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 91.05K | +39.1% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 89.71K | +54.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 77.56K | -0.3% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 58.96K | +1.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 40.60K | Nieuw | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.65K | +1.3% | $624,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cibc World Market Inc. | 14.66K | -47.5% | $518,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 10.42K | -33.4% | $368,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 9.09K | Nieuw | $321,513 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 8.66K | +15.8% | $306,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 6.61K | Nieuw | $233,690 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.50K | +21.4% | $194,522 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 741 | +74000.0% | $26,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 686 | Nieuw | $24,264 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citigroup Inc | 200 | 0.0% | $7,074 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 53 | 0.0% | $1,875 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Cwm, Llc | 44 | -93.9% | $1,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $1.45M | 0.0% |
| Mariner, LLC | $321,513 | 0.0% |
| Citadel Advisors | $233,690 | 0.0% |
| Fifth Third Bancorp | $24,264 | 0.0% |
Verlaten
| UBS Group AG | $1,722 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 117 houders, 13.31M aandelen, $428.23M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.