KOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +0.8% ·
netto nieuwe posities 0.0%
· 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 |
|---|---|---|---|---|---|---|
| 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 | Osaic Holdings, Inc. | 181.22K | +8.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Creative Planning | 163.75K | -4.7% | $6.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 136.71K | -22.7% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 125.51K | -2.4% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 70.59K | Nieuw | $2.64M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 61.89K | +10.0% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 38.79K | +0.6% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 38.01K | -29.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 37.41K | -28.7% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.44K | -0.6% | $987,686 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 22.30K | -10.8% | $832,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 11.44K | 0.0% | $427,324 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 9.59K | +35.1% | $358,394 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 9.30K | 0.0% | $347,448 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 7.54K | +12.5% | $281,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 15.06K | -7.1% | $235,248 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 230 | 0.0% | $8,593 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | 0.0% | $37 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.64M | 0.0% |
Verlaten
| HighTower Advisors, LLC | $9.76M | 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.