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 Q2 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 | Tidal Investments LLC | 613.88K | Nieuw | $7.64M | 0.0% | New | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 427.64K | +974.7% | $5.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 3 | Geode Capital Management ✦ (passief) | 211.24K | +132.0% | $2.63M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 105.83K | +54.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 88.75K | +21.0% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passief) | 86.25K | +253.5% | $1.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Northern Trust Corp | 59.74K | +401.8% | $743,751 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Nuveen, LLC | 55.77K | Nieuw | $694,337 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 41.97K | -9.6% | $522,464 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 34.08K | +1460.3% | $424,272 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Millennium Management ✦ | 30.77K | -14.9% | $383,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Alliancebernstein L.P. | 28.40K | Nieuw | $353,580 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 22.86K | +14.2% | $284,632 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | ProShare Advisors LLC | 19.25K | Nieuw | $239,726 | 0.0% | New | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 18.64K | -5.3% | $232,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Charles Schwab Investment… | 17.26K | Nieuw | $214,912 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 17.24K | Nieuw | $214,656 | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Wells Fargo & Company/Mn | 10.71K | Nieuw | $133,278 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Corient Private Wealth LP | 10.00K | 0.0% | $124,500 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 7.78K | +507.6% | $96,910 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 7.36K | +5.5% | $91,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 6.88K | Nieuw | $85,594 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rhumbline Advisers | 6.71K | Nieuw | $83,521 | 0.0% | New | 1 | SEC ↗ |
| 24 | New York State Common Retirement… | 5.50K | Nieuw | $68,475 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citigroup Inc | 3.30K | +1061.3% | $41,060 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.24K | Nieuw | $40,388 | 0.0% | New | 1 | SEC ↗ |
| 27 | Barclays Plc | 2.69K | +2919.1% | $33,453 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 2.92K | Nieuw | $30,904 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 1.22K | -32.1% | $15,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Legal & General Group Plc | 682 | Nieuw | $8,491 | 0.0% | New | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 577 | Nieuw | $7,183 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 34 | +3300.0% | $423 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 33 | Nieuw | $348 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Tidal Investments LLC | $7.64M | 0.0% |
| Nuveen, LLC | $694,337 | 0.0% |
| Alliancebernstein L.P. | $353,580 | 0.0% |
| ProShare Advisors LLC | $239,726 | 0.0% |
| Charles Schwab Investment… | $214,912 | 0.0% |
| Bank of New York Mellon Corp | $214,656 | 0.0% |
| Wells Fargo & Company/Mn | $133,278 | 0.0% |
| Deutsche Bank Ag\ | $85,594 | 0.0% |
| Rhumbline Advisers | $83,521 | 0.0% |
| New York State Common… | $68,475 | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $40,388 | 0.0% |
| JPMorgan Chase | $30,904 | 0.0% |
Verlaten
| Goldman Sachs Group | $624,137 | was 0.0% |
| Jane Street Group, Llc | $556,361 | was 0.0% |
| Marshall Wace | $551,497 | was 0.0% |
| Hrt Financial Lp | $166,000 | was 0.0% |
| Citadel Advisors | $99,214 | 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 ↗