RZV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +3.7% ·
netto nieuwe posities +6.9%
· 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 | 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 | 77.58K | -9.1% | $11.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 37.79K | +0.3% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 32.05K | -0.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 22.23K | +14.4% | $3.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Stifel Financial Corp | 20.64K | -0.2% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 17.95K | +3.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 11.60K | -5.8% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 10.52K | Nieuw | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 9.96K | +27.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 9.39K | -10.4% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 9.11K | -5.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 8.94K | -33.0% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 8.50K | Nieuw | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 7.86K | +252.4% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 7.19K | +15.7% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 5.46K | 0.0% | $814,613 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 5.26K | +3.6% | $784,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.11K | -7.5% | $761,053 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Creative Planning | 4.70K | +7.3% | $701,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 4.01K | -49.7% | $598,178 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 3.40K | -19.1% | $506,951 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 1.82K | +7.5% | $271,848 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Jane Street Group, Llc | 1.80K | +3.6% | $268,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 1.51K | Nieuw | $224,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 1.09K | 0.0% | $163,072 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 984 | +154.9% | $146,690 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 350 | Nieuw | $52,171 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 200 | 0.0% | $29,864 | 0.0% | Held | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 49 | -2.0% | $7,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $1.57M | 0.0% |
| Two Sigma Investments | $1.27M | 0.0% |
| Hrt Financial Lp | $224,000 | 0.0% |
| BlackRock | $52,171 | 0.0% |
Verlaten
| Goldman Sachs Group | $328,052 | was 0.0% |
| HighTower Advisors, LLC | $221,635 | 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.