QVAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +7.9% ·
netto nieuwe posities +6.7%
— 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 | 15 | +1 | 565.85K | $31.38M | +1 | — |
| Q1 2026 | 15 | +1 | 880.67K | $45.92M | +4 | −3 |
| Q4 2025 | 14 | 0 | 816.56K | $39.84M | — | — |
| Q3 2025 | 3 | 0 | 12.40K | $578,495 | — | — |
| Q2 2025 | 1 | -1 | 7.86K | $345,994 | — | −1 |
| Q1 2025 | 2 | +2 | 35.67K | $1.52M | +2 | — |
| Q2 2024 | 1 | — | 5.18K | $221,895 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 217.00K | -3.6% | $11.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 186.51K | +8.7% | $9.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 182.29K | -1.0% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 182.29K | -1.0% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 112.44K | -5.9% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 112.44K | -5.9% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 88.14K | +9.1% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 57.99K | Nieuw | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 12.36K | Nieuw | $644,520 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 7.41K | +2.5% | $386,352 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 7.41K | +2.5% | $386,352 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 6.50K | 0.0% | $338,920 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 4.02K | Nieuw | $209,713 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 3.32K | +2040.0% | $169,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 3.32K | +2040.0% | $169,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.05K | +58.1% | $54,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.05K | +58.1% | $54,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 608 | -29.8% | $31,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 608 | -29.8% | $31,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 507 | +50600.0% | $26,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 513 | Nieuw | $26,343 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mariner, LLC | $3.02M | 0.0% |
| Quantinno Capital Management… | $644,520 | 0.0% |
| Cetera Investment Advisers | $209,713 | 0.0% |
| Jones Financial Companies Lllp | $26,343 | 0.0% |
Verlaten
| Susquehanna International… | $969,459 | was 0.0% |
| Bank Of America Corp /De/ | $3,757 | was 0.0% |
| UBS Group AG | $976 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 5.55M aandelen, $279.19M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.