SCHJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +29.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities +19.4%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 162.18K | $3.91M | n/a | −1 |
| Q2 2026 | 31 | +7 | 4.24M | $104.55M | +7 | −1 |
| Q1 2026 | 26 | 0 | 2.16M | $53.43M | +2 | −2 |
| Q4 2025 | 26 | 0 | 2.20M | $54.69M | n/a | n/a |
| Q3 2025 | 4 | 0 | 145.07K | $3.62M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.29K | $478,569 | n/a | n/a |
| Q1 2025 | 1 | +1 | 80.88K | $1.99M | +1 | n/a |
| Q3 2024 | 1 | +1 | 79.00K | $3.92M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.56M | +303.4% | $38.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 456.34K | +17.4% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 412.88K | +635.0% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 305.33K | +6.1% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 272.85K | Nieuw | $6.73M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 186.05K | +88920.6% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 167.95K | +214.4% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 8 | Goldman Sachs Group ✦ | 162.49K | Nieuw | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 154.86K | -3.7% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 113.22K | -9.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Creative Planning | 84.32K | +9.2% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 68.66K | -22.7% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 51.40K | +8.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Cerity Partners LLC | 34.47K | 0.0% | $849,932 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 26.74K | -83.4% | $659,482 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 24.54K | +17.7% | $605,144 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Raymond James Financial Inc | 22.46K | Nieuw | $553,913 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 21.66K | +1874.8% | $535,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Morgan Stanley ✦ | 21.53K | +1342.0% | $530,907 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Rockefeller Capital Management L.P. | 16.44K | -33.7% | $405,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 15.67K | +7.6% | $386,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 15.43K | +0.9% | $380,475 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 15.19K | +7.3% | $374,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 13.58K | Nieuw | $334,957 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 7.00K | +250.0% | $172,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 6.47K | +29.5% | $159,551 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 3.05K | Nieuw | $75,247 | 0.0% | New | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.07K | Nieuw | $26,485 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | BlackRock ✦ (passief) | 274 | Nieuw | $6,757 | 0.0% | New | 1 | SEC ↗ |
| 30 | Franklin Resources Inc | 232 | 0.0% | $5,721 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 62 | -18.4% | $1,529 | 0.0% | ▼ Trim | 3 | 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 | $6.73M | 0.0% |
| Goldman Sachs Group | $4.01M | 0.0% |
| Raymond James Financial Inc | $553,913 | 0.0% |
| Susquehanna International… | $334,957 | 0.0% |
| Northwestern Mutual Wealth… | $75,247 | 0.0% |
| Pnc Financial Services Group… | $26,485 | 0.0% |
| BlackRock | $6,757 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $4.83M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 9.08M aandelen, $215.30M 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.