INVE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom +7.2% ·
netto nieuwe posities -8.3%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.80K | $84,495 | n/a | n/a |
| Q2 2026 | 24 | -2 | 2.98M | $7.51M | +5 | −7 |
| Q1 2026 | 26 | +1 | 2.78M | $10.29M | +4 | −3 |
| Q4 2025 | 25 | 0 | 2.64M | $10.13M | n/a | n/a |
| Q3 2025 | 10 | +1 | 2.22M | $7.67M | +1 | n/a |
| Q2 2025 | 6 | -2 | 2.01M | $6.56M | n/a | −2 |
| Q1 2025 | 6 | -2 | 575.74K | $1.84M | n/a | −2 |
| Q4 2024 | 8 | +1 | 917.33K | $3.36M | +1 | n/a |
| Q3 2024 | 6 | -1 | 738.61K | $2.61M | n/a | −1 |
| Q2 2024 | 7 | n/a | 879.31K | $3.78M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 915.86K | -12.9% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 516.38K | +97.2% | $1.30M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 333.00K | +5.5% | $839,170 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passief) | 248.23K | +2.6% | $625,712 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 226.26K | +8.9% | $570,331 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Assenagon Asset Management S.A. | 167.72K | +1260.5% | $422,660 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 127.17K | +149.9% | $320,473 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 97.83K | +38.8% | $246,522 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (passief) | 95.92K | +7.2% | $241,706 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Sei Investments Co | 82.02K | -66.1% | $206,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northern Trust Corp | 49.76K | -7.2% | $125,395 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 43.65K | Nieuw | $110,008 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Hrt Financial Lp | 31.82K | Nieuw | $80,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 11.27K | -50.6% | $28,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | American Century Companies Inc | 10.72K | Nieuw | $27,007 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 10.16K | +201.4% | $25,616 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 5.98K | +9.6% | $15,071 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 18 | Wells Fargo & Company/Mn | 3.84K | 0.0% | $9,684 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Simplex Trading, Llc | 1.76K | Nieuw | $4,437 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 930 | +0.1% | $2,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 315 | -16.7% | $794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 200 | +471.4% | $520 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 23 | Barclays Plc | 176 | Nieuw | $444 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 110 | -29.0% | $277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $110,008 | 0.0% |
| Hrt Financial Lp | $80,000 | 0.0% |
| American Century Companies Inc | $27,007 | 0.0% |
| Simplex Trading, Llc | $4,437 | 0.0% |
| Barclays Plc | $444 | 0.0% |
Verlaten
| Jane Street Group, Llc | $181,429 | was 0.0% |
| Susquehanna International… | $157,468 | was 0.0% |
| Squarepoint Ops LLC | $61,091 | was 0.0% |
| Millennium Management | $55,630 | was 0.0% |
| Point72 Asset Management | $45,588 | was 0.0% |
| Raymond James Financial Inc | $37,000 | was 0.0% |
| Fidelity (FMR) | $185 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 10.60M aandelen, $39.07M 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.
19.9% van klasse · Originele SEC-indiening bekijken ↗
19.9% van klasse · Originele SEC-indiening bekijken ↗