ISMD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.5% ·
aandelenstroom +11.0% ·
netto nieuwe posities +8.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 708.92K | $35.38M | +4 | −2 |
| Q1 2026 | 22 | -1 | 657.28K | $26.30M | +2 | −3 |
| Q4 2025 | 23 | +2 | 598.96K | $23.32M | +2 | — |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | — |
| Q2 2025 | 1 | -2 | 156 | $5,531 | — | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | — | — |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | — |
| Q2 2024 | 1 | — | 14.50K | $502,170 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 262.37K | +22.4% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 67.42K | +18.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 64.47K | -32.0% | $3.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 42.80K | +37.6% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 41.62K | +0.2% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 37.04K | +4.7% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 32.91K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 8 | Chevy Chase Trust Holdings, LLC | 31.33K | -8.6% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 20.43K | +21.7% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 18.58K | +8.1% | $928,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 14.21K | +24.7% | $710,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 14.21K | +24.7% | $710,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 13.90K | +18.2% | $694,820 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.11K | +6.8% | $555,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.11K | +6.8% | $555,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 9.94K | +35.8% | $496,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 9.90K | Nieuw | $495,070 | 0.0% | New | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 9.24K | +32.3% | $462,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.75K | +1.9% | $388,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 6.48K | Nieuw | $324,144 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 4.41K | Nieuw | $220,287 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 210 | +20900.0% | $10,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 210 | +20900.0% | $10,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 189 | +27.7% | $9,462 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 0 | — | $11 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.65M | 0.0% |
| Susquehanna International… | $495,070 | 0.0% |
| Mml Investors Services, Llc | $324,144 | 0.0% |
| AQR Capital Management | $220,287 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.53M | was 0.0% |
| Citigroup Inc | $400 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 93 houders, 4.70M aandelen, $187.64M 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.