REFR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -3.9% ·
netto nieuwe posities -5.9%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 2.34M | $1.21M | +1 | −2 |
| Q1 2026 | 18 | -3 | 2.43M | $2.22M | +2 | −5 |
| Q4 2025 | 21 | +1 | 2.72M | $3.56M | +1 | n/a |
| Q3 2025 | 7 | 0 | 1.76M | $2.79M | n/a | n/a |
| Q2 2025 | 5 | -1 | 1.72M | $2.80M | n/a | −1 |
| Q1 2025 | 4 | +1 | 528.79K | $597,642 | +1 | n/a |
| Q4 2024 | 3 | -1 | 500.19K | $855,493 | n/a | −1 |
| Q3 2024 | 3 | 0 | 381.41K | $835,465 | +1 | −1 |
| Q2 2024 | 3 | n/a | 378.83K | $697,194 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 580.65K | +2.2% | $301,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 532.54K | -12.5% | $276,922 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 3 | Focus Partners Wealth | 496.42K | 0.0% | $258,139 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 305.85K | +1.0% | $159,088 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Susquehanna International Group, Llp | 155.07K | -1.1% | $80,635 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 105.62K | 0.0% | $54,924 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Northern Trust Corp | 52.63K | 0.0% | $27,368 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 40.79K | -40.3% | $21,210 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Raymond James Financial Inc | 17.88K | 0.0% | $9,298 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 14.00K | 0.0% | $7,280 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 12.65K | +9.3% | $6,578 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 11.56K | -37.5% | $6,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 4.00K | 0.0% | $2,080 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.97K | +0.8% | $2,063 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | UBS Group AG | 1.38K | +17.7% | $719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.04K | 0.0% | $574 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 17 | Barclays Plc | 154 | Nieuw | $80 | 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
| Barclays Plc | $80 | 0.0% |
Verlaten
| Citigroup Inc | $395 | was 0.0% |
| Simplex Trading, Llc | $305 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 3.82M aandelen, $3.48M 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.