OPTT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom +16.7% ·
netto nieuwe posities +13.3%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +4 | 24.74M | $6.49M | +7 | −3 |
| Q1 2026 | 27 | +1 | 21.20M | $7.42M | +5 | −4 |
| Q4 2025 | 26 | -3 | 16.42M | $4.93M | n/a | −3 |
| Q3 2025 | 9 | 0 | 13.03M | $6.57M | +1 | −1 |
| Q2 2025 | 7 | +2 | 11.94M | $5.67M | +2 | n/a |
| Q1 2025 | 2 | 0 | 1.98M | $902,539 | n/a | n/a |
| Q4 2024 | 2 | 0 | 1.39M | $1.42M | n/a | n/a |
| Q3 2024 | 1 | 0 | 748.57K | $116,650 | n/a | n/a |
| Q2 2024 | 1 | n/a | 478.32K | $93,686 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 8.92M | +4.0% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 6.87M | +72.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passief) | 3.33M | 0.0% | $872,226 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 2.20M | +2.0% | $576,201 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passief) | 982.68K | +21.3% | $257,463 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Northern Trust Corp | 519.15K | +48.6% | $136,018 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 518.05K | -26.6% | $136,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 350.10K | Nieuw | $91,726 | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 256.67K | -29.0% | $67,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Simplex Trading, Llc | 129.79K | -14.8% | $34,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | IMC-Chicago, LLC | 103.24K | +200.6% | $27,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Group One Trading Llc | 99.79K | -29.0% | $26,144 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 81.55K | Nieuw | $21,366 | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 70.20K | -22.1% | $18,372 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Peak6 Llc | 63.38K | -80.2% | $16,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 60.53K | +41.9% | $15,859 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 30.06K | Nieuw | $7,875 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 30.00K | 0.0% | $7,860 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 18.00K | Nieuw | $7,200 | 0.0% | New | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 18.96K | 0.0% | $4,969 | 0.0% | Held | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 18.40K | 0.0% | $4,821 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 18.22K | +1323.1% | $4,773 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 17.25K | Nieuw | $4,570 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 14.43K | Nieuw | $3,189 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 11.22K | 0.0% | $2,939 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 26 | Barclays Plc | 9.87K | Nieuw | $2,587 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.10K | -71.0% | $1,598 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 100 | 0.0% | $25 | 0.0% | Held | 3 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 43 | 0.0% | $11 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3 | 0.0% | $1 | 0.0% | Held | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| HighTower Advisors, LLC | $91,726 | 0.0% |
| Focus Partners Wealth | $21,366 | 0.0% |
| Envestnet Asset Management Inc | $7,875 | 0.0% |
| Bank Of Montreal /Can/ | $7,200 | 0.0% |
| JPMorgan Chase | $4,570 | 0.0% |
| Wealth Enhancement Advisory… | $3,189 | 0.0% |
| Barclays Plc | $2,587 | 0.0% |
Verlaten
| Charles Schwab Investment… | $17,500 | was 0.0% |
| Citigroup Inc | $375 | was 0.0% |
| Assetmark, Inc | $70 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 25.36M aandelen, $8.78M 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.