NGEN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +27.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +6 | 2.67M | $5.62M | +7 | −1 |
| Q1 2026 | 22 | +22 | 1.03M | $3.91M | +22 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 600.00K | Nieuw | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 2 | Marshall Wace ✦ | 435.96K | +117.6% | $898,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Marshall Wace ✦ | 435.96K | +117.6% | $898,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 379.73K | +517.3% | $782,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 379.73K | +517.3% | $782,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 379.73K | +517.3% | $782,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 270.75K | Nieuw | $557,746 | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 270.75K | Nieuw | $557,746 | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 186.20K | -7.2% | $383,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 186.20K | -7.2% | $383,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 186.20K | -7.2% | $383,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 176.07K | +2.4% | $363,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 78.39K | +24.6% | $284,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 78.39K | +24.6% | $284,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 64.42K | +3.3% | $132,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passief) | 58.04K | Nieuw | $119,562 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 51.09K | +27.8% | $105,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 43.86K | +105.3% | $90,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 39.74K | Nieuw | $81,864 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 33.00K | -1.1% | $67,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 31.40K | 0.0% | $64,684 | 0.0% | Held | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 26.71K | +99.3% | $55,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 23.80K | 0.0% | $49,812 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 22.00K | Nieuw | $45,320 | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 20.00K | 0.0% | $41,200 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 19.62K | Nieuw | $40,423 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 17.88K | 0.0% | $36,823 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 15.57K | +20.4% | $32,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 15.50K | 0.0% | $32,000 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 16.46K | Nieuw | $30,949 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.71K | +9.3% | $28,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 14.71K | +9.3% | $28,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 12.94K | +8.0% | $26,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 10.96K | +3.8% | $22,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 3.77K | +277.4% | $7,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 833 | 0.0% | $1,689 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| LMR Partners LLP | $1.24M | 0.0% |
| Jane Street Group, Llc | $557,746 | 0.0% |
| Jane Street Group, Llc | $557,746 | 0.0% |
| Geode Capital Management | $119,562 | 0.0% |
| Millennium Management | $81,864 | 0.0% |
| Wells Fargo & Company/Mn | $45,320 | 0.0% |
| Goldman Sachs Group | $40,423 | 0.0% |
| Wealth Enhancement Advisory… | $30,949 | 0.0% |
Verlaten
| Simplex Trading, Llc | $101 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 43 houders, 1.67M aandelen, $6.17M 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.