KSCP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +16.5% · netto nieuwe posities 0.0% · formule
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 | 1 | $1 | n/a | n/a |
| Q2 2026 | 20 | 0 | 1.15M | $2.42M | +4 | −4 |
| Q1 2026 | 21 | -2 | 986.67K | $4.12M | +2 | −4 |
| Q4 2025 | 23 | +2 | 955.78K | $3.55M | +2 | n/a |
| Q3 2025 | 6 | 0 | 581.38K | $3.35M | n/a | n/a |
| Q2 2025 | 4 | 0 | 334.15K | $1.65M | n/a | n/a |
| Q1 2025 | 2 | 0 | 50.35K | $141,996 | n/a | n/a |
| Q4 2024 | 2 | 0 | 39.17K | $494,370 | n/a | n/a |
| Q3 2024 | 1 | +1 | 25.62K | $188,615 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 542.67K | +8.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 171.74K | +53.8% | $362,366 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passief) | 155.60K | +9.7% | $328,669 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passief) | 79.38K | +39.5% | $167,498 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 5 | Hrt Financial Lp | 46.41K | Nieuw | $97,000 | 0.0% | New | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 41.26K | 0.0% | $87,059 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Northern Trust Corp | 39.89K | +100.0% | $84,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 23.99K | +11.4% | $50,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 18.90K | 0.0% | $40,000 | 0.0% | Held | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 11.81K | -69.1% | $24,923 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 6.65K | -60.1% | $14,032 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 6.07K | -21.1% | $12,804 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Barclays Plc | 1.34K | Nieuw | $2,819 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 983 | +401.5% | $2,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 712 | +18.7% | $1,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Deutsche Bank Ag\ | 500 | Nieuw | $1,055 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 152 | +166.7% | $304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 135 | 0.0% | $285 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 20 | 0.0% | $42 | 0.0% | Held | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 1 | Nieuw | $2 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $97,000 | 0.0% |
| Barclays Plc | $2,819 | 0.0% |
| Deutsche Bank Ag\ | $1,055 | 0.0% |
| TD Waterhouse Canada Inc. | $2 | 0.0% |
Verlaten
| Morgan Stanley | $31,037 | was 0.0% |
| Rhumbline Advisers | $371 | was 0.0% |
| Citigroup Inc | $209 | was 0.0% |
| JPMorgan Chase | $170 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 1.41M aandelen, $5.74M 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.