JXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.5% ·
aandelenstroom +16.0% ·
netto nieuwe posities -6.9%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | Morgan Stanley ✦ | 141.30K | +30.0% | $12.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 131.39K | +8.8% | $11.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 112.98K | +295.4% | $9.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 51.54K | +74.2% | $4.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 33.01K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of Nova Scotia | 30.88K | +3.4% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 22.76K | +150.3% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 20.16K | +16.7% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 19.95K | +21.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 18.94K | -23.8% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 16.30K | -16.2% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 11.25K | +66.8% | $971,364 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 7.74K | +10.6% | $668,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 7.54K | -19.3% | $650,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 7.03K | +24.4% | $594,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 3.75K | 0.0% | $323,417 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 3.62K | -0.1% | $312,551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mirae Asset Global Investments Co.… | 1.80K | Nieuw | $155,412 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.79K | 0.0% | $154,607 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.48K | -75.8% | $127,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Kayne Anderson Rudnick Investment… | 1.40K | 0.0% | $121,020 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.23K | +0.5% | $106,026 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fifth Third Bancorp | 979 | +248.4% | $84,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 567 | 0.0% | $49,369 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Blair William & Co/Il | 385 | 0.0% | $33,215 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 315 | 0.0% | $27,239 | 0.0% | Held | 2 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 303 | +203.0% | $26,161 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 268 | +21.8% | $22,992 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Simplex Trading, Llc | 8 | Nieuw | $690 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mirae Asset Global… | $155,412 | 0.0% |
| Simplex Trading, Llc | $690 | 0.0% |
Verlaten
| Susquehanna International… | $1.62M | was 0.0% |
| Citadel Advisors | $1.59M | was 0.0% |
| Hrt Financial Lp | $918,000 | was 0.0% |
| Corient Private Wealth LP | $36,493 | was 0.0% |
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.