QWLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -23.4% ·
netto nieuwe posities +5.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 381.34K | $57.97M | +2 | −1 |
| Q1 2026 | 16 | -2 | 497.71K | $71.26M | — | −2 |
| Q4 2025 | 18 | 0 | 545.86K | $78.24M | — | — |
| Q3 2025 | 3 | 0 | 42.31K | $5.94M | — | — |
| Q2 2025 | 2 | 0 | 10.17K | $1.37M | — | — |
| Q1 2025 | 1 | +1 | 21.46K | $2.74M | +1 | — |
| Q3 2024 | 1 | 0 | 9.43K | $1.22M | — | — |
| Q2 2024 | 1 | — | 41.96K | $5.05M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 174.37K | -43.8% | $26.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 47.82K | +11.2% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 47.82K | +11.2% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 46.05K | +27.8% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 39.63K | +5.1% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 39.63K | +5.1% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 22.46K | -1.1% | $3.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 21.63K | +8123.2% | $3.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 21.63K | +8123.2% | $3.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 21.63K | +8123.2% | $3.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Cetera Investment Advisers | 7.59K | -9.6% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 5.28K | +8.1% | $802,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 3.64K | -71.9% | $553,570 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 3.36K | +0.9% | $509,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 3.17K | -27.4% | $481,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 3.09K | Nieuw | $468,955 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 1.79K | -83.7% | $271,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 677 | +35.4% | $102,845 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | UBS Group AG | 445 | Nieuw | $67,601 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 345 | 0.0% | $52,410 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | 0.0% | $111 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $468,955 | 0.0% |
| UBS Group AG | $67,601 | 0.0% |
Verlaten
| Susquehanna International… | $254,214 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 754.76K aandelen, $104.01M 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.