MLSS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.8% ·
aandelenstroom -0.2% ·
netto nieuwe posities -13.3%
· 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 | -2 | 3.57M | $1.15M | +1 | −3 |
| Q1 2026 | 17 | -2 | 3.58M | $1.03M | +1 | −3 |
| Q4 2025 | 19 | +1 | 4.00M | $1.09M | +1 | n/a |
| Q3 2025 | 7 | -1 | 3.27M | $1.48M | n/a | −1 |
| Q2 2025 | 6 | +1 | 3.06M | $1.95M | +1 | n/a |
| Q1 2025 | 3 | -1 | 767.40K | $715,836 | n/a | −1 |
| Q4 2024 | 4 | -1 | 856.63K | $822,533 | n/a | −1 |
| Q3 2024 | 4 | +1 | 637.10K | $580,211 | +1 | n/a |
| Q2 2024 | 3 | n/a | 593.66K | $405,749 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 2.07M | +4.3% | $665,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 643.61K | +4.4% | $206,652 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passief) | 264.88K | +89.4% | $85,028 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Northern Trust Corp | 133.07K | +18.2% | $42,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 124.94K | 0.0% | $40,107 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Mariner, LLC | 121.75K | 0.0% | $39,082 | 0.0% | Held | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 65.45K | 0.0% | $21,010 | 0.0% | Held | 5 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 56.30K | -31.8% | $18,071 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 44.78K | 0.0% | $14,380 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 17.15K | 0.0% | $5,505 | 0.0% | Held | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 15.67K | 0.0% | $5,029 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 8.59K | -86.3% | $2,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.01K | -45.4% | $967 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Barclays Plc | 761 | Nieuw | $244 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 220 | 0.0% | $70 | 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
| Barclays Plc | $244 | 0.0% |
Verlaten
| Citadel Advisors | $48,135 | was 0.0% |
| Susquehanna International… | $4,949 | was 0.0% |
| Citigroup Inc | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 31 houders, 4.52M aandelen, $1.30M 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.