QFLR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 | 121.64K | $4.42M | n/a | −1 |
| Q2 2026 | 14 | -6 | 3.96M | $144.29M | n/a | −6 |
| Q1 2026 | 21 | +7 | 3.63M | $120.98M | +7 | n/a |
| Q4 2025 | 14 | -1 | 2.70M | $92.73M | n/a | −1 |
| Q3 2025 | 1 | 0 | 29.55K | $979,682 | n/a | n/a |
| Q2 2025 | 1 | 0 | 13.30K | $396,932 | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.47K | $282,795 | n/a | n/a |
| Q4 2024 | 1 | +1 | 21.06K | $615,928 | +1 | n/a |
| Q2 2024 | 1 | n/a | 33.59K | $921,038 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.54M | +20.2% | $51.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 521.96K | +1.4% | $17.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 313.32K | +20.1% | $10.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 303.26K | +46.4% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 292.63K | +117.9% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 194.43K | Nieuw | $6.47M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 155.98K | +41.7% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 103.26K | -3.8% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 72.79K | Nieuw | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 59.03K | -20.2% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 24.16K | Nieuw | $804,528 | 0.0% | New | 1 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 18.75K | +220.9% | $624,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Hrt Financial Lp | 14.61K | Nieuw | $486,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 6.36K | Nieuw | $211,921 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 6.04K | +3.0% | $201,232 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 2.84K | Nieuw | $94,605 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.47K | Nieuw | $82,184 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 2.08K | -56.0% | $69,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.28K | +122.5% | $42,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 237 | 0.0% | $7,892 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 55 | +17.0% | $1,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $6.47M | 0.0% |
| Citadel Advisors | $2.42M | 0.0% |
| Jane Street Group, Llc | $804,528 | 0.0% |
| Hrt Financial Lp | $486,000 | 0.0% |
| Mariner, LLC | $211,921 | 0.0% |
| Blair William & Co/Il | $94,605 | 0.0% |
| Morgan Stanley | $82,184 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 10.12M aandelen, $336.60M 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.