PINK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom -26.9% ·
netto nieuwe posities +5.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 408.44K | $15.34M | n/a | n/a |
| Q2 2026 | 19 | +1 | 2.03M | $79.57M | +5 | −5 |
| Q1 2026 | 20 | +1 | 1.98M | $66.70M | +6 | −5 |
| Q4 2025 | 19 | +1 | 2.71M | $99.68M | +2 | −1 |
| Q3 2025 | 1 | 0 | 21.99K | $697,303 | n/a | n/a |
| Q2 2025 | 1 | -2 | 25.67K | $770,237 | n/a | −2 |
| Q1 2025 | 3 | +2 | 66.84K | $1.96M | +2 | n/a |
| Q4 2024 | 1 | -1 | 34.07K | $1.01M | n/a | −1 |
| Q3 2024 | 2 | +1 | 66.78K | $2.19M | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.94K | $720,190 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 461.34K | -49.0% | $15.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 377.89K | -1.5% | $12.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 370.23K | -44.5% | $12.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 270.13K | +27.6% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cibc World Market Inc. | 177.68K | -16.5% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 54.62K | -25.5% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Hrt Financial Lp | 42.43K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 41.12K | -33.5% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 38.85K | -30.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 31.67K | Nieuw | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 29.30K | +134.9% | $986,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 29.12K | +2.5% | $980,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 23.18K | Nieuw | $780,399 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 18.87K | +35.4% | $635,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 10.49K | -4.7% | $353,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 1.79K | +46.9% | $59,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 630 | +31400.0% | $21,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 202 | Nieuw | $6,799 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 200 | Nieuw | $6,732 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 75 | Nieuw | $2,525 | 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
| Hrt Financial Lp | $1.43M | 0.0% |
| Citadel Advisors | $1.07M | 0.0% |
| Envestnet Asset Management Inc | $780,399 | 0.0% |
| UBS Group AG | $6,799 | 0.0% |
| Rockefeller Capital… | $6,732 | 0.0% |
| Assetmark, Inc | $2,525 | 0.0% |
Verlaten
| Two Sigma Investments | $1.07M | was 0.0% |
| Mml Investors Services, Llc | $703,855 | was 0.0% |
| Bank Of Montreal /Can/ | $439,859 | was 0.0% |
| Cetera Investment Advisers | $388,638 | was 0.0% |
| TD Waterhouse Canada Inc. | $54,240 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 60 houders, 3.79M aandelen, $122.88M 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.