QMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +7.3% ·
netto nieuwe posities +11.8%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 1.54M | $57.36M | +2 | −3 |
| Q1 2026 | 17 | +2 | 1.93M | $64.92M | +5 | −3 |
| Q4 2025 | 15 | -1 | 1.80M | $59.40M | n/a | −1 |
| Q3 2025 | 3 | 0 | 49.49K | $1.59M | n/a | n/a |
| Q2 2025 | 1 | 0 | 36.11K | $1.12M | n/a | n/a |
| Q1 2025 | 1 | 0 | 63.67K | $1.80M | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.70K | $229,241 | n/a | n/a |
| Q3 2024 | 1 | 0 | 29.83K | $854,237 | n/a | n/a |
| Q2 2024 | 1 | n/a | 53.91K | $1.51M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 448.09K | +0.5% | $15.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 375.87K | +42.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 338.33K | +4.3% | $11.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 208.23K | +5.3% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 136.06K | -0.6% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 127.17K | +9.2% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.38K | -18.5% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 75.50K | -1.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 36.21K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mariner, LLC | 26.11K | -14.2% | $877,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 25.21K | Nieuw | $847,459 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 13.03K | -46.9% | $438,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 12.89K | Nieuw | $423,179 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 5.00K | 0.0% | $168,000 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.59K | -10.2% | $53,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 500 | Nieuw | $16,460 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 52 | Nieuw | $1,748 | 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
| Jane Street Group, Llc | $1.22M | 0.0% |
| Susquehanna International… | $847,459 | 0.0% |
| JPMorgan Chase | $423,179 | 0.0% |
| Jones Financial Companies Lllp | $16,460 | 0.0% |
| Assetmark, Inc | $1,748 | 0.0% |
Verlaten
| Hrt Financial Lp | $1.15M | was 0.0% |
| Citadel Advisors | $564,293 | was 0.0% |
| UBS Group AG | $4,620 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 3.67M aandelen, $117.10M 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.