KAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +9.0% ·
netto nieuwe posities +11.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 540.72K | +3.2% | $21.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 243.83K | +1.0% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 165.51K | +29.3% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 165.51K | +29.3% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 165.51K | +29.3% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 115.76K | +67.0% | $4.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 97.13K | -0.3% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 97.13K | -0.3% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Blair William & Co/Il | 77.25K | -16.7% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 34.86K | 0.0% | $1.39M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 27.88K | +48.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 16.44K | -3.9% | $654,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.83K | Nieuw | $590,075 | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 12.80K | Nieuw | $509,440 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 10.37K | 0.0% | $412,527 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 8.79K | 0.0% | $349,643 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 5.57K | -1.2% | $221,567 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 5.22K | Nieuw | $207,637 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.98K | +3377.2% | $78,654 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.98K | +3377.2% | $78,654 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Assetmark, Inc | 700 | 0.0% | $27,860 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 272 | 0.0% | $10,826 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mml Investors Services, Llc | $590,075 | 0.0% |
| Susquehanna International… | $509,440 | 0.0% |
| Creative Planning | $207,637 | 0.0% |
Verlaten
| Citadel Advisors | $593,848 | 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.