OPTX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +10 | 1.95M | $24.26M | +15 | −5 |
| Q1 2026 | 23 | +12 | 738.25K | $5.19M | +13 | −1 |
| Q4 2025 | 11 | 0 | 298.45K | $853,555 | +1 | −1 |
| Q3 2025 | 6 | 0 | 262.31K | $406,584 | n/a | n/a |
| Q2 2025 | 6 | 0 | 205.54K | $275,421 | +1 | −1 |
| Q1 2025 | 3 | 0 | 181.86K | $221,865 | +1 | −1 |
| Q4 2024 | 3 | 0 | 130.70K | $329,357 | +1 | −1 |
| Q3 2024 | 2 | 0 | 86.70K | $106,641 | n/a | n/a |
| Q2 2024 | 2 | n/a | 124.52K | $379,797 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passief) | 91.05K | +3.8% | $640,272 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 2 | Goldman Sachs Group ✦ | 88.78K | Nieuw | $624,137 | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 79.14K | +478.4% | $556,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 78.45K | Nieuw | $551,497 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 73.35K | Nieuw | $516,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Vanguard Capital Management Llc | 68.71K | n/a | $483,045 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 46.43K | +19.6% | $326,375 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | BlackRock ✦ (passief) | 39.79K | +162.4% | $279,738 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Millennium Management ✦ | 36.17K | Nieuw | $254,247 | 0.0% | New | 1 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passief) | 24.40K | -43.0% | $171,532 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Hrt Financial Lp | 23.64K | Nieuw | $166,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 20.03K | Nieuw | $140,790 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 19.69K | Nieuw | $138,421 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 14.11K | Nieuw | $99,214 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 11.91K | Nieuw | $83,699 | 0.0% | New | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 10.00K | Nieuw | $70,300 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 6.98K | Nieuw | $49,048 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.18K | +141.9% | $15,354 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Bnp Paribas Financial Markets | 1.80K | Nieuw | $12,654 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.28K | +438.2% | $9,005 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citigroup Inc | 284 | +389.7% | $1,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Barclays Plc | 89 | Nieuw | $625 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1 | 0.0% | $7 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $624,137 | 0.0% |
| Marshall Wace | $551,497 | 0.0% |
| Royal Bank Of Canada | $516,000 | 0.0% |
| Millennium Management | $254,247 | 0.0% |
| Hrt Financial Lp | $166,000 | 0.0% |
| Raymond James Financial Inc | $140,790 | 0.0% |
| LPL Financial LLC | $138,421 | 0.0% |
| Citadel Advisors | $99,214 | 0.0% |
| Northern Trust Corp | $83,699 | 0.0% |
| Corient Private Wealth LP | $70,300 | 0.0% |
| Rockefeller Capital… | $49,048 | 0.0% |
| Bnp Paribas Financial Markets | $12,654 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $17 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 1.40M aandelen, $9.69M 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.
Open-market aankopen (P)
Director · 3.68K aand @ 8.12 · $29,896
Director · 5.00K aand @ 10.00 · $50,000
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
73.6% van klasse · Originele SEC-indiening bekijken ↗