Effectdossier
JXI
naam in afwachting van profielverwerking
31Gevolgde houders
+3Δ houders
685.93KGehouden aandelen
$58.29MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.7% ·
aandelenstroom +5.5% ·
netto nieuwe posities +9.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +3 | 685.93K | $58.29M | +5 | −2 |
| Q1 2026 | 29 | -2 | 650.67K | $56.17M | +2 | −4 |
| Q4 2025 | 31 | +2 | 560.88K | $42.45M | +2 | — |
| Q3 2025 | 2 | 0 | 89.93K | $6.98M | — | — |
| Q2 2025 | 1 | -1 | 1.05K | $77,249 | — | −1 |
| Q1 2025 | 1 | +1 | 4.75K | $328,453 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 171.61K | +30.6% | $14.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 155.23K | +9.9% | $13.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 44.73K | -60.4% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 39.78K | +20.5% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 36.81K | -28.6% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 36.81K | -28.6% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 34.28K | Nieuw | $2.91M | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 34.28K | Nieuw | $2.91M | 0.0% | New | 1 | SEC ↗ |
| 9 | Hrt Financial Lp | 33.57K | Nieuw | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 32.32K | +42.0% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 21.58K | +7.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 21.58K | +7.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 20.28K | +7.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 20.28K | +7.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 19.70K | +20.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 19.70K | +20.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 19.70K | +20.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 16.72K | -16.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 16.72K | -16.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 12.36K | +9.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 12.36K | +9.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 10.87K | +54.7% | $929,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 9.34K | +20.6% | $793,531 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 3.75K | +0.1% | $318,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 3.72K | Nieuw | $316,014 | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 3.55K | -1.9% | $301,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 2.88K | -61.8% | $244,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Simplex Trading, Llc | 2.72K | +33900.0% | $231,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 2.71K | Nieuw | $230,014 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.80K | +0.4% | $152,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 1.36K | +348.8% | $115,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.27K | +3.3% | $107,742 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Kayne Anderson Rudnick Investment… | 1.10K | -21.7% | $93,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 567 | 0.0% | $47,413 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Blair William & Co/Il | 389 | +1.0% | $33,037 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 358 | +33.6% | $30,744 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 310 | -79.1% | $26,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 281 | -71.3% | $23,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lazard Asset Management Llc | 6 | Nieuw | $546 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $2.91M | 0.0% |
| Susquehanna International… | $2.91M | 0.0% |
| Hrt Financial Lp | $2.85M | 0.0% |
| Captrust Financial Advisors | $316,014 | 0.0% |
| HighTower Advisors, LLC | $230,014 | 0.0% |
| Lazard Asset Management Llc | $546 | 0.0% |
Verlaten
| Bank Of Nova Scotia | $2.67M | was 0.0% |
| Mirae Asset Global… | $155,412 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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