LRGE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -6.2% ·
netto nieuwe posities 0.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 2.25M | $193.05M | +3 | −3 |
| Q1 2026 | 29 | -1 | 2.45M | $184.16M | +1 | −2 |
| Q4 2025 | 30 | -1 | 2.28M | $187.44M | n/a | −1 |
| Q3 2025 | 6 | 0 | 390.46K | $32.55M | n/a | n/a |
| Q2 2025 | 3 | +1 | 45.38K | $3.60M | +1 | n/a |
| Q1 2025 | 1 | +1 | 30.44K | $2.12M | +1 | n/a |
| Q3 2024 | 1 | 0 | 34.02K | $2.48M | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.83K | $407,239 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 446.28K | +1.4% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 391.19K | -3.5% | $33.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 334.67K | -5.2% | $28.67M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 283.10K | -1.9% | $24.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 202.09K | -5.3% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 132.91K | -47.9% | $11.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 97.28K | -6.0% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 95.06K | +1.8% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 54.66K | -16.8% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 47.56K | +10.2% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 45.45K | +109.3% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 19.57K | +0.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 19.05K | -7.2% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 16.43K | +2.3% | $1.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 12.12K | -4.5% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 11.33K | +1.9% | $970,781 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 7.25K | +33.5% | $621,276 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Hrt Financial Lp | 7.22K | Nieuw | $618,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Nuveen, LLC | 5.76K | Nieuw | $493,145 | 0.0% | New | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 5.61K | 0.0% | $480,124 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Creative Planning | 4.05K | 0.0% | $347,140 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 3.87K | -0.2% | $339,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 3.91K | -21.5% | $335,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 2.34K | -0.3% | $200,621 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 2.34K | Nieuw | $200,444 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.11K | -69.9% | $178,309 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 27 | Assetmark, Inc | 395 | 0.0% | $33,836 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 44 | 0.0% | $3,741 | 0.0% | Held | 5 | 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 | $618,000 | 0.0% |
| Nuveen, LLC | $493,145 | 0.0% |
| Citadel Advisors | $200,444 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.29M | was 0.0% |
| Two Sigma Investments | $447,590 | was 0.0% |
| Fifth Third Bancorp | $376 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 3.58M aandelen, $266.41M 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.