NAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom +0.8% ·
netto nieuwe posities -5.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 19 | +2 | 872.48K | $51.65M | +2 | — |
| Q1 2026 | 18 | -1 | 767.31K | $41.91M | — | −1 |
| Q4 2025 | 19 | 0 | 761.31K | $40.88M | +1 | −1 |
| Q3 2025 | 3 | +1 | 13.23K | $696,831 | +1 | — |
| Q1 2025 | 1 | +1 | 12.60K | $601,163 | +1 | — |
| Q3 2024 | 1 | 0 | 5.18K | $251,809 | — | — |
| Q2 2024 | 1 | — | 7.60K | $361,836 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 225.69K | -29.5% | $12.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 225.69K | -29.5% | $12.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 225.69K | -29.5% | $12.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 101.94K | +833.4% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 101.94K | +833.4% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 99.23K | -0.7% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 79.07K | -6.7% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 57.89K | +18.0% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 49.43K | -1.3% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 49.43K | -1.3% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 37.67K | -5.5% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Blair William & Co/Il | 32.27K | -4.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 16.98K | +175.9% | $927,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 14.00K | +1.6% | $764,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 13.12K | 0.0% | $716,451 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 13.10K | -26.4% | $715,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 11.53K | +429.5% | $628,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 11.53K | +429.5% | $628,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 5.65K | +4.7% | $308,821 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 5.58K | -6.2% | $304,998 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 3.85K | 0.0% | $210,178 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 241 | 0.0% | $13,163 | 0.0% | Held | 3 | SEC ↗ |
| 23 | UBS Group AG | 65 | -74.4% | $3,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Wealth Enhancement Advisory… | $225,966 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 2.26M aandelen, $114.07M 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.