KAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom -2.8% ·
netto nieuwe posities +11.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +2 | 1.38M | $54.92M | +3 | −1 |
| Q1 2026 | 17 | +2 | 1.29M | $46.80M | +3 | −1 |
| Q4 2025 | 15 | -1 | 1.33M | $46.65M | — | −1 |
| Q3 2025 | 3 | -1 | 10.79K | $369,086 | — | −1 |
| Q2 2025 | 1 | -1 | 1.66K | $53,663 | — | −1 |
| Q1 2025 | 1 | +1 | 13.44K | $414,562 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 523.74K | +0.4% | $18.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 241.47K | -3.7% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 127.99K | -25.2% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 127.99K | -25.2% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 97.47K | +85.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 97.47K | +85.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Blair William & Co/Il | 92.77K | -1.5% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 69.31K | +4.5% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 34.86K | +8.6% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 25.33K | -27.4% | $918,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 18.79K | +2.9% | $681,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 17.11K | +4.6% | $620,201 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 16.38K | Nieuw | $593,848 | 0.0% | New | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 10.37K | 0.0% | $375,731 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 8.79K | Nieuw | $318,456 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 5.64K | -40.3% | $205,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 700 | Nieuw | $25,375 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 272 | 0.0% | $9,860 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 57 | 0.0% | $2,053 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $593,848 | 0.0% |
| Cerity Partners LLC | $318,456 | 0.0% |
| Assetmark, Inc | $25,375 | 0.0% |
Verlaten
| Susquehanna International… | $1.73M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 3.09M aandelen, $107.92M 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.