ROKT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | +5 | 226.40K | $27.05M | +7 | −2 |
| Q1 2026 | 12 | +6 | 38.15K | $3.79M | +7 | −1 |
| Q4 2025 | 6 | 0 | 22.79K | $1.94M | +1 | −1 |
| Q3 2025 | 2 | -1 | 1.81K | $138,147 | n/a | −1 |
| Q2 2025 | 1 | +1 | 5.24K | $337,557 | +1 | n/a |
| Q3 2024 | 1 | 0 | 9.29K | $470,483 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.12K | $228,674 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 145.68K | +1522.6% | $17.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 18.73K | +125.8% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 18.69K | +139.7% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Us Bancorp \De\ | 17.44K | Nieuw | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 9.14K | +2049.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Hrt Financial Lp | 6.89K | Nieuw | $823,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 3.09K | Nieuw | $369,074 | 0.0% | New | 1 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 2.97K | +11.2% | $354,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.85K | Nieuw | $220,572 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fifth Third Bancorp | 881 | -2.1% | $105,233 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Simplex Trading, Llc | 505 | Nieuw | $60,337 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 288 | +36.5% | $34,410 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 135 | Nieuw | $16,130 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 50 | 0.0% | $5,974 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 41 | -93.2% | $4,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 35 | Nieuw | $4,076 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $16 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Us Bancorp \De\ | $2.08M | 0.0% |
| Hrt Financial Lp | $823,000 | 0.0% |
| Jane Street Group, Llc | $369,074 | 0.0% |
| Cetera Investment Advisers | $220,572 | 0.0% |
| Simplex Trading, Llc | $60,337 | 0.0% |
| UBS Group AG | $16,130 | 0.0% |
| JPMorgan Chase | $4,076 | 0.0% |
Verlaten
| Two Sigma Investments | $815,572 | was 0.0% |
| Northwestern Mutual Wealth… | $2,685 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 25 houders, 124.95K aandelen, $10.98M 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.