KALA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom +30.0% ·
netto nieuwe posities -7.7%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | -4 | 510.61K | $883,354 | +2 | −6 |
| Q1 2026 | 13 | -1 | 1.24M | $214,364 | +2 | −3 |
| Q4 2025 | 14 | +3 | 518.67K | $288,355 | +3 | — |
| Q3 2025 | 6 | 0 | 330.36K | $505,489 | +1 | −1 |
| Q2 2025 | 4 | +1 | 265.50K | $1.26M | +1 | — |
| Q1 2025 | 1 | -2 | 54.83K | $314,237 | — | −2 |
| Q4 2024 | 3 | -1 | 195.57K | $1.36M | — | −1 |
| Q3 2024 | 4 | +2 | 213.32K | $1.22M | +2 | — |
| Q2 2024 | 2 | — | 161.17K | $1.14M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 417.52K | +920.7% | $72,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 281.65K | +399.6% | $48,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 261.06K | +326.8% | $45,194 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 261.06K | +326.8% | $45,194 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | UBS Group AG | 66.87K | +179.7% | $11,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 66.87K | +179.7% | $11,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 66.87K | +179.7% | $11,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Vanguard Capital Management Llc | 60.55K | — | $10,475 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 36.00K | -75.1% | $6,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 30.02K | +58756.9% | $5,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 30.02K | +58756.9% | $5,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 30.02K | +58756.9% | $5,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 28.58K | 0.0% | $4,947 | 0.0% | Held | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 17.23K | Nieuw | $2,982 | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 14.05K | Nieuw | $2,432 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 11.52K | 0.0% | $1,995 | 0.0% | Held | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 10.81K | -49.5% | $1,871 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.94K | +384.5% | $509 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.94K | +384.5% | $509 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.94K | +384.5% | $509 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| LPL Financial LLC | $2,982 | 0.0% |
| Goldman Sachs Group | $2,432 | 0.0% |
Verlaten
| Two Sigma Investments | $14,954 | was 0.0% |
| Citigroup Inc | $6,446 | was 0.0% |
| Bank Of America Corp /De/ | $165 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 26 houders, 1.67M aandelen, $244,842 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.