JXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom +7.8% ·
netto nieuwe posities +6.5%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 567 | $43,529 | n/a | n/a |
| Q2 2026 | 30 | +2 | 683.23K | $58.06M | +4 | −2 |
| Q1 2026 | 29 | -2 | 650.67K | $56.17M | +2 | −4 |
| Q4 2025 | 31 | +2 | 560.88K | $42.45M | +2 | n/a |
| Q3 2025 | 2 | 0 | 89.93K | $6.98M | n/a | n/a |
| Q2 2025 | 1 | -1 | 1.05K | $77,249 | n/a | −1 |
| Q1 2025 | 1 | +1 | 4.75K | $328,453 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 120.79K | n/a | $9.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 108.71K | +22.5% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 33.48K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of Nova Scotia | 29.88K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 29.60K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 28.57K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 24.85K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Susquehanna International Group, Llp | 20.58K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 20.25K | Nieuw | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 19.47K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | UBS Group AG | 17.28K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 16.40K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Hrt Financial Lp | 11.68K | n/a | $918,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 9.34K | n/a | $734,780 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 9.09K | n/a | $715,083 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.00K | n/a | $550,608 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 6.74K | n/a | $530,345 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 6.13K | n/a | $481,898 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.65K | n/a | $444,380 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 3.75K | n/a | $294,610 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 3.62K | n/a | $284,869 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.79K | n/a | $140,836 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 1.40K | n/a | $110,273 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.22K | +1.2% | $96,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 567 | n/a | $44,555 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 21.74K | n/a | $36,493 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 385 | n/a | $30,257 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 315 | n/a | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 281 | n/a | $22,101 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 220 | Nieuw | $17,303 | 0.0% | New | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 100 | n/a | $7,858 | 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
| Citadel Advisors | $1.59M | 0.0% |
| JPMorgan Chase | $17,303 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 78 houders, 1.34M aandelen, $113.10M 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.