PSR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -23.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities -20.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -4 | 234.79K | $24.09M | +1 | −5 |
| Q1 2026 | 17 | +3 | 166.12K | $15.38M | +4 | −1 |
| Q4 2025 | 14 | -1 | 162.34K | $14.67M | n/a | −1 |
| Q3 2025 | 3 | -1 | 29.45K | $2.73M | n/a | −1 |
| Q2 2025 | 2 | 0 | 7.02K | $640,868 | n/a | n/a |
| Q1 2025 | 1 | +1 | 3.22K | $298,039 | +1 | n/a |
| Q2 2024 | 1 | n/a | 8.46K | $723,791 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 95.39K | +625.0% | $9.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 68.77K | +18.5% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 14.30K | +0.3% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 13.88K | +29.8% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 12.75K | -1.1% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 8.33K | -15.5% | $854,211 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 6.41K | -50.2% | $657,582 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 5.22K | -49.1% | $535,553 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 3.80K | -7.2% | $399,555 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 3.89K | 0.0% | $398,899 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 2.00K | Nieuw | $204,622 | 0.0% | New | 1 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 35 | 0.0% | $3,642 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | -99.9% | $92 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $204,622 | 0.0% |
Verlaten
| Citadel Advisors | $588,192 | was 0.0% |
| Two Sigma Investments | $268,539 | was 0.0% |
| Jane Street Group, Llc | $266,501 | was 0.0% |
| Commonwealth Equity Services… | $211,710 | was 0.0% |
| UBS Group AG | $29,725 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 293.43K aandelen, $50.80M 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.