SCHQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom -4.0% ·
netto nieuwe posities -3.2%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -3 | 6.33M | $198.05M | +2 | −5 |
| Q1 2026 | 32 | +1 | 10.64M | $334.46M | +3 | −2 |
| Q4 2025 | 31 | -1 | 14.24M | $451.48M | n/a | −1 |
| Q3 2025 | 6 | +1 | 1.95M | $62.93M | +1 | n/a |
| Q2 2025 | 2 | -1 | 19.69K | $628,042 | n/a | −1 |
| Q1 2025 | 2 | 0 | 36.12K | $1.18M | n/a | n/a |
| Q4 2024 | 2 | +1 | 62.02K | $1.95M | +1 | n/a |
| Q3 2024 | 1 | 0 | 19.95K | $697,876 | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.20K | $1.29M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 6.05M | n/a | $191.82M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.90M | n/a | $60.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 1.65M | n/a | $52.17M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 1.28M | n/a | $40.68M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 601.93K | -19.8% | $19.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 497.04K | n/a | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 473.99K | -22.7% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 337.89K | n/a | $10.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Tidal Investments LLC | 317.29K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 279.23K | -46.1% | $8.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 159.08K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 153.08K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank of New York Mellon Corp | 141.07K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Bank Of America Corp /De/ | 81.90K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of Nova Scotia | 68.20K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 51.42K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 45.97K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 40.21K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 39.81K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 25.48K | n/a | $807,580 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 19.08K | n/a | $605,039 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Hrt Financial Lp | 9.39K | n/a | $297,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 7.29K | n/a | $231,018 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 3.52K | +64.5% | $111,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.70K | n/a | $54,017 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 821 | n/a | $26,026 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 797 | n/a | $25,273 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 789 | -13.3% | $25,001 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 339 | n/a | $10,746 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 246 | n/a | $7,798 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 18 | n/a | $571 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.02M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 119 houders, 14.95M aandelen, $460.70M 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.