PXQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom +25.4% ·
netto nieuwe posities -11.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 46.46K | +84.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 46.27K | +170.5% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 44.25K | -3.2% | $9.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Truist Financial Corp | 23.51K | +0.7% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 14.78K | -0.7% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 11.07K | -18.6% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 8.11K | -40.7% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 6.38K | -3.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 4.31K | Nieuw | $909,949 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 1.56K | 0.0% | $328,839 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.43K | +38.5% | $301,202 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Focus Partners Wealth | 950 | Nieuw | $200,384 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 802 | +686.3% | $165,749 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 544 | 0.0% | $114,746 | 0.0% | Held | 3 | SEC ↗ |
| 15 | UBS Group AG | 401 | +3.6% | $84,583 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 209 | 0.0% | $44,084 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $16 | 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
| Quantinno Capital Management… | $909,949 | 0.0% |
| Focus Partners Wealth | $200,384 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $22.94M | was 0.0% |
| Susquehanna International… | $576,143 | was 0.0% |
| Northwestern Mutual Wealth… | $3,603 | was 0.0% |
| Fidelity (FMR) | $3,464 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 41 houders, 386.12K aandelen, $52.68M 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.