Effectdossier · gearchiveerd kwartaal
QQQI
naam in afwachting van profielverwerking
41Gevolgde houders
+4Δ houders
6.76MGehouden aandelen
$333.54MGerapporteerde waarde
+8Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +9.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 100.72K | $5.12M | n/a | n/a |
| Q2 2026 | 47 | +7 | 9.67M | $549.37M | +10 | −3 |
| Q1 2026 | 41 | +4 | 6.76M | $333.54M | +8 | −4 |
| Q4 2025 | 37 | 0 | 5.18M | $279.19M | +1 | −1 |
| Q3 2025 | 6 | -1 | 150.32K | $8.15M | n/a | −1 |
| Q2 2025 | 5 | +3 | 241.42K | $12.56M | +3 | n/a |
| Q4 2024 | 1 | +1 | 41.83K | $2.19M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.16M | +12.6% | $107.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.02M | +145.2% | $50.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Goldman Sachs Group ✦ | 947.24K | +456.1% | $47.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | UBS Group AG | 489.31K | -30.5% | $24.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 273.25K | +5914.8% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 224.35K | -39.7% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 216.82K | +12.5% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 156.76K | +23.1% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Hrt Financial Lp | 105.40K | Nieuw | $5.24M | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 94.09K | +8.6% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 72.85K | +25.1% | $3.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 45.10K | +220.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 41.81K | -1.2% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 37.53K | +22.3% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 23.84K | +29.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 23.31K | +70.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Principal Financial Group Inc | 20.46K | Nieuw | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 12.46K | +3.9% | $618,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 11.18K | -84.0% | $555,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Brown Advisory Inc | 9.74K | 0.0% | $483,981 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 8.13K | +27.3% | $404,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 7.28K | +3.7% | $361,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 6.43K | +579.7% | $319,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 6.19K | -70.2% | $311,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 5.42K | -49.6% | $269,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 5.10K | Nieuw | $253,270 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 5.08K | +423.9% | $252,524 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Bank of New York Mellon Corp | 4.66K | Nieuw | $231,515 | 0.0% | New | 1 | SEC ↗ ×3 |
| 30 | IMC-Chicago, LLC | 4.19K | Nieuw | $208,002 | 0.0% | New | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 3.91K | +30.7% | $194,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Group One Trading Llc | 2.30K | Nieuw | $114,386 | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 53.04K | -56.3% | $111,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.62K | +65.6% | $80,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passief) | 1.21K | +0.1% | $60,301 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Northwestern Mutual Wealth… | 839 | -75.5% | $41,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 569 | -19.8% | $28,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 242 | -87.8% | $12,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 190 | Nieuw | $9,495 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 33 | -19.5% | $1,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 10 | Nieuw | $497 | 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 | $5.24M | 0.0% |
| Principal Financial Group Inc | $1.02M | 0.0% |
| Susquehanna International… | $253,270 | 0.0% |
| Bank of New York Mellon Corp | $231,515 | 0.0% |
| IMC-Chicago, LLC | $208,002 | 0.0% |
| Group One Trading Llc | $114,386 | 0.0% |
| TD Waterhouse Canada Inc. | $9,495 | 0.0% |
| Assetmark, Inc | $497 | 0.0% |
Verlaten
| Citadel Advisors | $5.98M | was 0.0% |
| Jane Street Group, Llc | $890,683 | was 0.0% |
| Lido Advisors, LLC | $860,427 | was 0.0% |
| Bank Of America Corp /De/ | $188,510 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 300 houders, 17.35M aandelen, $840.10M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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