ROM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.6% ·
aandelenstroom -7.0% ·
netto nieuwe posities -20.0%
— 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 | 19 | -3 | 223.09K | $34.62M | +2 | −6 |
| Q1 2026 | 23 | 0 | 248.55K | $19.49M | +3 | −3 |
| Q4 2025 | 23 | 0 | 320.58K | $30.23M | — | — |
| Q3 2025 | 3 | 0 | 176.31K | $16.34M | — | — |
| Q2 2025 | 2 | 0 | 194.95K | $14.84M | — | — |
| Q1 2025 | 2 | +1 | 218.37K | $11.67M | +1 | — |
| Q4 2024 | 1 | 0 | 4.26K | $296,910 | — | — |
| Q3 2024 | 1 | +1 | 1.39K | $93,294 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 127.16K | 0.0% | $19.73M | 0.0% | Held | 6 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 20.54K | 0.0% | $3.19M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Creative Planning | 19.63K | -1.7% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mariner, LLC | 14.08K | +49.5% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 10.59K | -15.0% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.75K | -6.9% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 4.58K | 0.0% | $710,816 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 4.23K | -19.9% | $657,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 4.21K | Nieuw | $653,237 | 0.0% | New | 1 | SEC ↗ |
| 10 | IMC-Chicago, LLC | 3.52K | Nieuw | $546,304 | 0.0% | New | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 3.34K | -6.0% | $518,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 2.95K | 0.0% | $457,745 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 680 | +94.3% | $105,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 436 | +251.6% | $67,667 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 234 | +387.5% | $36,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Franklin Resources Inc | 100 | 0.0% | $15,520 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 64 | 0.0% | $10,000 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | -50.0% | $173 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $119 | 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
| Citadel Advisors | $653,237 | 0.0% |
| IMC-Chicago, LLC | $546,304 | 0.0% |
Verlaten
| Susquehanna International… | $1.02M | was 0.0% |
| HighTower Advisors, LLC | $676,041 | was 0.0% |
| Jane Street Group, Llc | $567,851 | was 0.0% |
| Hrt Financial Lp | $438,000 | was 0.0% |
| Simplex Trading, Llc | $15,209 | was 0.0% |
| Qube Research & Technologies… | $2,822 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 628.42K aandelen, $48.97M 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.