JBBB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom -15.0% ·
netto nieuwe posities -2.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 81.33K | $3.84M | n/a | −1 |
| Q2 2026 | 32 | +4 | 3.07M | $145.56M | +6 | −3 |
| Q1 2026 | 30 | -5 | 2.58M | $120.48M | +1 | −6 |
| Q4 2025 | 35 | -1 | 3.62M | $172.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | n/a | n/a |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | n/a | n/a |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | n/a | n/a |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | n/a |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.40K | $1.45M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 982.72K | n/a | $46.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Jane Street Group, Llc | 462.99K | n/a | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 410.56K | +98.7% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 309.05K | n/a | $14.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Wealth Enhancement Advisory… | 290.10K | n/a | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 189.58K | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 174.74K | -71.2% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 152.93K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 118.86K | n/a | $5.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 105.00K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 68.53K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 63.35K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 32.54K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 27.03K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 26.37K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Simplex Trading, Llc | 26.34K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 23.27K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 21.30K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 19.64K | n/a | $936,637 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 19.45K | n/a | $927,508 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 19.44K | n/a | $927,250 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 19.18K | n/a | $914,627 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 10.23K | -88.7% | $487,923 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 10.08K | n/a | $481,065 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 6.51K | n/a | $310,755 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.23K | n/a | $249,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | First Trust Advisors Lp | 5.19K | n/a | $247,556 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 5.15K | n/a | $245,795 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 4.36K | n/a | $207,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.84K | -98.5% | $135,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 2.56K | n/a | $122,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.18K | n/a | $104,158 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Fifth Third Bancorp | 400 | n/a | $19,080 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 366 | n/a | $17,458 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 8 | n/a | $382 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $6.90M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 173 houders, 9.29M aandelen, $413.93M 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.