SAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom -7.4% ·
netto nieuwe posities -10.0%
— 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 | 20 | -2 | 878.38K | $19.60M | — | −2 |
| Q1 2026 | 22 | -1 | 948.77K | $20.75M | +1 | −2 |
| Q4 2025 | 23 | -1 | 967.24K | $22.58M | +1 | −2 |
| Q3 2025 | 6 | +1 | 321.82K | $7.85M | +1 | — |
| Q2 2025 | 3 | -3 | 245.47K | $6.09M | — | −3 |
| Q1 2025 | 4 | 0 | 373.44K | $9.46M | — | — |
| Q4 2024 | 4 | +2 | 287.36K | $6.87M | +2 | — |
| Q3 2024 | 2 | -1 | 244.44K | $5.67M | — | −1 |
| Q2 2024 | 3 | — | 248.82K | $5.65M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 181.52K | -8.8% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Legal & General Group Plc | 141.23K | +14.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 111.91K | -1.8% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 85.08K | -0.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 85.08K | -0.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 53.26K | -2.5% | $1.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 50.51K | +116.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 49.14K | +1.4% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 49.14K | +1.4% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 41.71K | +47.5% | $930,617 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 41.71K | +47.5% | $930,617 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 41.71K | +47.5% | $930,617 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Focus Partners Wealth | 31.44K | +13.5% | $701,448 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 23.00K | +3.1% | $513,146 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 22.75K | +0.2% | $507,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 22.75K | +0.2% | $507,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 19.24K | +7.2% | $429,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 17.42K | -68.2% | $388,618 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 14.78K | -18.5% | $329,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 11.12K | -35.3% | $248,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 9.58K | -61.7% | $213,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 6.93K | -1.3% | $154,318 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 6.93K | -1.3% | $154,318 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | UBS Group AG | 6.67K | -75.6% | $148,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 6.67K | -75.6% | $148,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 6.67K | -75.6% | $148,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 809 | +18.3% | $18,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 285 | -13.1% | $6,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Hrt Financial Lp | $470,000 | was 0.0% |
| HighTower Advisors, LLC | $223,529 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 1.92M aandelen, $40.04M 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.