OCTW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.9% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 0 | 4.62M | $188.88M | +3 | −3 |
| Q1 2026 | 13 | +1 | 4.53M | $174.30M | +2 | −1 |
| Q4 2025 | 12 | -1 | 4.69M | $183.09M | — | −1 |
| Q3 2025 | 2 | — | 238 | $9,123 | — | — |
| Q1 2025 | 1 | +1 | 11.34K | $398,401 | +1 | — |
| Q3 2024 | 1 | 0 | 21.70K | $761,740 | — | — |
| Q2 2024 | 1 | — | 16.89K | $582,546 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.21M | -2.5% | $90.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.14M | -1.2% | $46.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 508.42K | +8.8% | $20.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 508.42K | +8.8% | $20.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 508.42K | +8.8% | $20.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 249.19K | +27.8% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 189.67K | -3.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 189.67K | -3.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 184.70K | -6.2% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 87.87K | +565.5% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 39.56K | +340.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 39.56K | +340.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 4.89K | Nieuw | $200,132 | 0.0% | New | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 157 | Nieuw | $6,423 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 99 | 0.0% | $4,040 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Assetmark, Inc | 67 | 0.0% | $2,741 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | Nieuw | $10 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $200,132 | 0.0% |
| Northwestern Mutual Wealth… | $6,423 | 0.0% |
| Wells Fargo & Company/Mn | $10 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.13M | was 0.0% |
| UBS Group AG | $3,270 | was 0.0% |
| Morgan Stanley | $846 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 96 houders, 10.72M aandelen, $402.28M 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.