NJAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom +7.9% ·
netto nieuwe posities +5.3%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.57K | $1.07M | n/a | −1 |
| Q2 2026 | 19 | +2 | 1.22M | $71.93M | +3 | −2 |
| Q1 2026 | 18 | +3 | 1.16M | $62.02M | +4 | −1 |
| Q4 2025 | 15 | -1 | 1.02M | $56.26M | n/a | −1 |
| Q3 2025 | 2 | n/a | 1.48K | $78,882 | n/a | n/a |
| Q1 2025 | 1 | +1 | 5.68K | $263,393 | +1 | n/a |
| Q3 2024 | 1 | 0 | 8.16K | $379,269 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.04K | $591,455 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 413.18K | +11.5% | $24.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Truist Financial Corp | 209.07K | +1.0% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 125.71K | -22.6% | $7.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 116.38K | -2.3% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 89.80K | +15.3% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 53.75K | Nieuw | $3.17M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 51.59K | -5.2% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 39.31K | -36.3% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 30.52K | +9.8% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 19.95K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 17.57K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 17.60K | +1798.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Blair William & Co/Il | 13.57K | 0.0% | $800,724 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 6.17K | 0.0% | $364,035 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 6.05K | -8.9% | $356,953 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Hrt Financial Lp | 5.26K | Nieuw | $310,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 2.85K | 0.0% | $168,266 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 255 | 0.0% | $15,050 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Assetmark, Inc | 250 | 0.0% | $14,755 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $3.17M | 0.0% |
| Citadel Advisors | $1.18M | 0.0% |
| Hrt Financial Lp | $310,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.74M | was 0.0% |
| UBS Group AG | $18,199 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 4.65M aandelen, $199.49M 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.