NJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.5% ·
aandelenstroom -0.4% ·
netto nieuwe posities -17.6%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.97K | $2.21M | n/a | n/a |
| Q2 2026 | 17 | -2 | 706.60K | $54.70M | +1 | −4 |
| Q1 2026 | 21 | +2 | 798.90K | $57.06M | +3 | −1 |
| Q4 2025 | 19 | -1 | 873.16K | $63.42M | n/a | −1 |
| Q3 2025 | 3 | n/a | 28.84K | $2.05M | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.71K | $222,699 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.27K | $958,462 | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.84K | $963,450 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.12K | $423,534 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 129.79K | +1.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 79.12K | -2.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 74.53K | +11.4% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 72.25K | +36.8% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 26.63K | 0.0% | $2.05M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 18.80K | +6.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 14.86K | +3.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 7.63K | 0.0% | $590,636 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 7.39K | -44.1% | $572,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 5.64K | 0.0% | $436,705 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Creative Planning | 4.42K | +1.5% | $342,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 355 | -16.3% | $27,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 212 | 0.0% | $16,415 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 199 | Nieuw | $15,409 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 120 | 0.0% | $9,292 | 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
| Northwestern Mutual Wealth… | $15,409 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $6.34M | was 0.0% |
| Susquehanna International… | $1.47M | was 0.0% |
| Citadel Advisors | $641,804 | was 0.0% |
| UBS Group AG | $6,856 | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.