KOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% · formule
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 | 24.41K | $589,286 | n/a | n/a |
| Q2 2026 | 18 | +1 | 955.77K | $35.38M | +1 | −1 |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | n/a | n/a |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | n/a | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.62K | $503,685 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 287.55K | +577.3% | $9.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 176.90K | -1.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 171.89K | Nieuw | $5.83M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 167.42K | -9.8% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 128.54K | -10.3% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 56.27K | +2.1% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 53.67K | +1.7% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 52.46K | +1.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 38.58K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.58K | -31.4% | $901,845 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 25.00K | Nieuw | $848,173 | 0.0% | New | 1 | SEC ↗ |
| 12 | Cwm, Llc | 20.82K | -26.5% | $706,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 11.44K | 0.0% | $388,056 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 9.30K | 0.0% | $315,521 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 16.21K | +30.3% | $254,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 7.10K | -43.2% | $240,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 6.70K | Nieuw | $227,276 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 230 | -81.3% | $7,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1 | 0.0% | $34 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Creative Planning | $5.83M | 0.0% |
| Goldman Sachs Group | $848,173 | 0.0% |
| Citadel Advisors | $227,276 | 0.0% |
Verlaten
| Susquehanna International… | $661,312 | was 0.0% |
| Mercer Global Advisors Inc… | $628,214 | was 0.0% |
| JPMorgan Chase | $271,313 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 2.85M aandelen, $93.29M 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.