OSCV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom -12.4% ·
netto nieuwe posities -6.7%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 2.54M | $107.07M | +3 | −3 |
| Q1 2026 | 15 | -1 | 2.70M | $106.66M | +4 | −5 |
| Q4 2025 | 16 | +2 | 3.09M | $114.30M | +2 | — |
| Q3 2025 | 2 | -1 | 4.99K | $190,938 | — | −1 |
| Q2 2025 | 1 | 0 | 20.60K | $743,866 | — | — |
| Q1 2025 | 1 | +1 | 30.60K | $1.07M | +1 | — |
| Q3 2024 | 3 | +1 | 29.39K | $1.10M | +1 | — |
| Q2 2024 | 2 | — | 20.19K | $696,521 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 975.40K | Nieuw | $38.47M | 0.0% | New | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 931.29K | -58.1% | $36.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 553.49K | +1.9% | $21.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 553.49K | +1.9% | $21.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 139.06K | -12.6% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 35.23K | Nieuw | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 34.80K | -48.6% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 11.60K | Nieuw | $457,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 10.17K | -2.9% | $401,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 10.17K | -2.9% | $401,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 8.20K | -65.0% | $323,487 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 2.37K | 0.0% | $92,087 | 0.0% | Held | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 2.37K | 0.0% | $92,087 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 2.06K | +423.7% | $81,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 2.06K | +423.7% | $81,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 748 | 0.0% | $29,501 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 82 | Nieuw | $3,192 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | 0.0% | $77 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 2 | +100.0% | $68 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Envestnet Asset Management Inc | $38.47M | 0.0% |
| Goldman Sachs Group | $1.39M | 0.0% |
| Royal Bank Of Canada | $457,000 | 0.0% |
| Jones Financial Companies Lllp | $3,192 | 0.0% |
Verlaten
| Hrt Financial Lp | $712,000 | was 0.0% |
| Citadel Advisors | $637,397 | was 0.0% |
| Mercer Global Advisors Inc… | $384,468 | was 0.0% |
| Quantinno Capital Management… | $315,833 | was 0.0% |
| Rockefeller Capital… | $1,222 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 19.79M aandelen, $781.82M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.