RZG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 380.22K | $27.60M | +3 | −3 |
| Q1 2026 | 24 | +2 | 495.84K | $28.20M | +2 | — |
| Q4 2025 | 22 | 0 | 475.25K | $25.84M | — | — |
| Q3 2025 | 4 | -1 | 97.83K | $5.33M | — | −1 |
| Q2 2025 | 3 | 0 | 42.30K | $2.14M | — | — |
| Q1 2025 | 2 | +1 | 42.26K | $1.98M | +1 | — |
| Q4 2024 | 1 | 0 | 20.01K | $991,072 | — | — |
| Q3 2024 | 1 | -1 | 12.44K | $640,527 | — | −1 |
| Q2 2024 | 2 | — | 14.93K | $707,965 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 99.48K | -3.9% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 45.99K | +4.3% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 45.99K | +4.3% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 45.99K | +4.3% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 40.50K | -2.1% | $2.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 40.66K | +185.0% | $2.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 26.13K | +5.1% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 26.13K | +5.1% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 23.48K | -1.5% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 23.48K | -1.5% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 23.42K | +6.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 22.97K | +272.4% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 10.09K | -2.9% | $733,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 10.09K | -2.9% | $733,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.30K | -4.8% | $603,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 8.30K | -4.8% | $603,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 6.73K | -2.8% | $489,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 6.01K | +1.6% | $437,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.43K | +33.5% | $387,960 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.38K | +1.2% | $319,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.38K | +1.2% | $319,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 4.14K | +17.1% | $300,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 4.14K | +17.1% | $300,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Brown Advisory Inc | 3.00K | Nieuw | $218,083 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 2.95K | 0.0% | $214,448 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 2.87K | Nieuw | $208,490 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.71K | +79.4% | $197,109 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Assetmark, Inc | 555 | 0.0% | $40,345 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 404 | +18.5% | $29,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Simplex Trading, Llc | 14 | Nieuw | $1,017 | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 8 | 0.0% | $583 | 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
| Brown Advisory Inc | $218,083 | 0.0% |
| Focus Partners Wealth | $208,490 | 0.0% |
| Simplex Trading, Llc | $1,017 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $1.30M | was 0.0% |
| Susquehanna International… | $639,324 | was 0.0% |
| Citadel Advisors | $431,874 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 795.30K aandelen, $44.20M 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.