OPXS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities -17.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.50K | $175,000 | n/a | n/a |
| Q2 2026 | 20 | +4 | 816.22K | $11.42M | +4 | n/a |
| Q1 2026 | 17 | -3 | 850.07K | $11.24M | +3 | −6 |
| Q4 2025 | 20 | -1 | 649.35K | $9.21M | n/a | −1 |
| Q3 2025 | 10 | 0 | 419.55K | $5.41M | n/a | n/a |
| Q2 2025 | 7 | +1 | 317.28K | $3.65M | +1 | n/a |
| Q1 2025 | 3 | 0 | 100.92K | $573,354 | n/a | n/a |
| Q4 2024 | 3 | 0 | 97.86K | $671,455 | n/a | n/a |
| Q3 2024 | 2 | 0 | 75.77K | $578,224 | n/a | n/a |
| Q2 2024 | 2 | n/a | 52.80K | $381,336 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 255.87K | +459.9% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 198.81K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Marshall Wace ✦ | 98.98K | +8.9% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 73.57K | -1.2% | $972,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 62.73K | -2.2% | $830,179 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passief) | 35.51K | +19.1% | $469,567 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Dimensional Fund Advisors Lp | 28.62K | +33.2% | $378,219 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | State Street Global Advisors ✦ (passief) | 25.86K | 0.0% | $341,959 | 0.0% | Held | 6 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 20.11K | Nieuw | $266,008 | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 16.45K | +14.0% | $217,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Man Group plc | 14.11K | Nieuw | $186,592 | 0.0% | New | 1 | SEC ↗ |
| 12 | Northern Trust Corp | 11.76K | Nieuw | $155,513 | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 5.12K | -8.6% | $67,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.08K | -22.7% | $27,521 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 349 | +2584.6% | $5,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cwm, Llc | 100 | 0.0% | $1,323 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 54 | 0.0% | $720 | 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
| Citadel Advisors | $266,008 | 0.0% |
| Man Group plc | $186,592 | 0.0% |
| Northern Trust Corp | $155,513 | 0.0% |
Verlaten
| Sei Investments Co | $576,460 | was 0.0% |
| Susquehanna International… | $219,251 | was 0.0% |
| Jane Street Group, Llc | $163,169 | was 0.0% |
| Bank Of America Corp /De/ | $47,971 | was 0.0% |
| UBS Group AG | $31,635 | was 0.0% |
| JPMorgan Chase | $19,030 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 2.65M aandelen, $34.98M 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.