NJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -2.2% ·
netto nieuwe posities -5.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -2 | 793.53K | $61.43M | +1 | −3 |
| Q1 2026 | 21 | +2 | 798.90K | $57.06M | +3 | −1 |
| Q4 2025 | 19 | -1 | 873.16K | $63.42M | — | −1 |
| Q3 2025 | 3 | — | 28.84K | $2.05M | — | — |
| Q1 2025 | 1 | 0 | 3.71K | $222,699 | — | — |
| Q4 2024 | 1 | 0 | 15.27K | $958,462 | — | — |
| Q3 2024 | 1 | 0 | 15.84K | $963,450 | — | — |
| Q2 2024 | 1 | — | 7.12K | $423,534 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 281.86K | — | $20.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 281.86K | — | $20.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 281.86K | — | $20.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 135.68K | — | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 96.67K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 81.72K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 74.09K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.50K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 55.50K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 54.48K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 30.63K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 18.78K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 15.93K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 9.33K | -59.2% | $677,835 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Blair William & Co/Il | 7.63K | — | $553,945 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 5.64K | — | $409,577 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 3.86K | — | $280,386 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 634 | — | $46,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 325 | — | $23,602 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 212 | +66.9% | $15,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 120 | — | $8,714 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 73 | — | $5,301 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $415,689 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 1.86M aandelen, $121.70M 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.