OPXS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom -4.0% ·
netto nieuwe posities +20.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 225.01K | -12.1% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 218.62K | +10.0% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 66.50K | +6.0% | $933,736 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Marshall Wace ✦ | 51.52K | -48.0% | $722,798 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passief) | 40.92K | +15.2% | $574,108 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 6 | Ameriprise Financial Inc | 38.83K | -47.2% | $544,729 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 36.75K | +28.4% | $515,296 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Citadel Advisors ✦ | 34.67K | +72.4% | $486,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passief) | 25.86K | 0.0% | $362,774 | 0.0% | Held | 7 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 24.07K | Nieuw | $303,827 | 0.0% | New | 1 | SEC ↗ |
| 11 | Man Group plc | 17.40K | +23.4% | $244,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 15.23K | -7.5% | $213,649 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Northern Trust Corp | 12.34K | +5.0% | $173,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 5.21K | +1.9% | $73,164 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.54K | Nieuw | $35,664 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 581 | -72.1% | $8,152 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 62 | -82.2% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 54 | 0.0% | $764 | 0.0% | Held | 5 | SEC ↗ |
| 19 | Barclays Plc | 37 | Nieuw | $519 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 9 | Nieuw | $122 | 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
| Wealth Enhancement Advisory… | $303,827 | 0.0% |
| UBS Group AG | $35,664 | 0.0% |
| Barclays Plc | $519 | 0.0% |
| JPMorgan Chase | $122 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.