LOAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -16.7% ·
aandelenstroom -22.1% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -3 | 920.62K | $4.16M | +1 | −4 |
| Q1 2026 | 18 | -1 | 1.18M | $4.33M | +1 | −2 |
| Q4 2025 | 19 | -1 | 1.41M | $4.91M | — | −1 |
| Q3 2025 | 8 | 0 | 774.88K | $4.27M | +1 | −1 |
| Q2 2025 | 7 | 0 | 764.48K | $9.30M | — | — |
| Q1 2025 | 4 | -1 | 348.44K | $5.82M | — | −1 |
| Q4 2024 | 5 | 0 | 359.89K | $5.12M | — | — |
| Q3 2024 | 4 | +1 | 367.11K | $5.30M | +1 | — |
| Q2 2024 | 3 | — | 324.30K | $1.67M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 355.31K | +3.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 186.63K | -4.8% | $843,559 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 112.14K | -10.8% | $507,013 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 112.14K | -10.8% | $507,013 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 5 | LPL Financial LLC | 57.37K | -12.1% | $259,329 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 43.88K | +19.8% | $198,329 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 43.88K | +19.8% | $198,329 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 43.88K | +19.8% | $198,329 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 43.88K | +19.8% | $198,329 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 40.26K | 0.0% | $181,958 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 40.26K | 0.0% | $181,958 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Mariner, LLC | 36.84K | 0.0% | $166,531 | 0.0% | Held | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 32.30K | 0.0% | $145,996 | 0.0% | Held | 7 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 29.34K | +123.9% | $132,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 29.34K | +123.9% | $132,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northern Trust Corp | 21.41K | +40.5% | $96,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 3.96K | -33.1% | $17,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 928 | -33.0% | $4,195 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 200 | 0.0% | $904 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 200 | 0.0% | $904 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Barclays Plc | 39 | Nieuw | $176 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $1 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Barclays Plc | $176 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $219,801 | was 0.0% |
| Focus Partners Wealth | $50,000 | was 0.0% |
| Royal Bank Of Canada | $1,000 | was 0.0% |
| Northwestern Mutual Wealth… | $44 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 3.46M aandelen, $11.93M 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.