LONA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities -11.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 953.90K | $8.77M | +4 | −1 |
| Q1 2026 | 18 | -2 | 513.93K | $5.28M | +1 | −3 |
| Q4 2025 | 20 | +1 | 734.49K | $5.56M | +2 | −1 |
| Q3 2025 | 8 | +6 | 319.21K | $1.32M | +6 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 194.76K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 80.32K | +159.6% | $826,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 80.32K | +159.6% | $826,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 64.22K | -14.5% | $660,202 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 56.05K | +48.9% | $576,204 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 56.05K | +48.9% | $576,204 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 32.57K | -0.8% | $334,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 31.68K | -90.2% | $325,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passief) | 16.34K | +52.2% | $167,944 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 14.39K | +37.6% | $147,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 13.28K | +23.5% | $136,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 6.18K | -32.9% | $63,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.23K | +566.2% | $23,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 1.30K | -61.7% | $13,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.30K | -61.7% | $13,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 471 | +0.2% | $4,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 471 | +0.2% | $4,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 81 | 0.0% | $833 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 33 | 0.0% | $296 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 23 | 0.0% | $236 | 0.0% | Held | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 12 | 0.0% | $111 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Citigroup Inc | 1 | Nieuw | $10 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citigroup Inc | $10 | 0.0% |
Verlaten
| Susquehanna International… | $158,486 | was 0.0% |
| Jane Street Group, Llc | $99,818 | was 0.0% |
| Group One Trading Llc | $522 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 38 houders, 6.45M aandelen, $65.89M 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.