RZV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +8.7% ·
netto nieuwe posities +3.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 327.07K | $48.76M | +4 | −2 |
| Q1 2026 | 28 | +1 | 319.08K | $39.68M | +4 | −3 |
| Q4 2025 | 27 | 0 | 293.47K | $34.90M | +1 | −1 |
| Q3 2025 | 6 | 0 | 43.40K | $5.12M | +1 | −1 |
| Q2 2025 | 3 | 0 | 11.74K | $1.23M | n/a | n/a |
| Q1 2025 | 2 | 0 | 25.58K | $2.53M | n/a | n/a |
| Q4 2024 | 2 | 0 | 12.88K | $1.43M | n/a | n/a |
| Q3 2024 | 2 | +1 | 11.77K | $1.29M | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.28K | $721,881 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 85.36K | +19.9% | $10.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 37.68K | Nieuw | $4.69M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 32.30K | -3.2% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 20.68K | +107.6% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 19.44K | +4.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 17.40K | +38.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 13.33K | +138.6% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 12.31K | +1.5% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 10.49K | -0.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 9.65K | -0.2% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 7.97K | +65.5% | $992,119 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Cetera Investment Advisers | 7.83K | +69.4% | $974,376 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 6.21K | +175.0% | $761,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 5.52K | -0.1% | $686,833 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 5.46K | Nieuw | $679,866 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 5.08K | +6.4% | $631,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 4.38K | +0.3% | $545,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 4.20K | 0.0% | $522,868 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Goldman Sachs Group ✦ | 2.64K | -86.4% | $328,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 2.23K | +11.7% | $277,521 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.94K | -5.3% | $241,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 1.78K | +0.5% | $221,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 1.74K | Nieuw | $216,089 | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.70K | -5.9% | $211,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 1.09K | +962.1% | $136,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 386 | +206.3% | $47,986 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 200 | 0.0% | $24,924 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 50 | Nieuw | $6,136 | 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
| Raymond James Financial Inc | $4.69M | 0.0% |
| Baird Financial Group, Inc. | $679,866 | 0.0% |
| Jane Street Group, Llc | $216,089 | 0.0% |
| JPMorgan Chase | $6,136 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $5.15M | was 0.1% |
| Two Sigma Investments | $570,832 | was 0.0% |
| Mml Investors Services, Llc | $427,328 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 906.73K aandelen, $110.19M 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.