SCHQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom -25.3% ·
netto nieuwe posities +3.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 3.99M | -34.1% | $125.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.36M | -28.6% | $42.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mirae Asset Global Investments Co.… | 977.63K | -23.8% | $30.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 976.42K | -40.7% | $30.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Tidal Investments LLC | 676.16K | +113.1% | $21.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 469.29K | +38.9% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 419.78K | -30.3% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 372.64K | -25.0% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 312.53K | -34.1% | $9.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 285.71K | +102.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 160.81K | +1.1% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 150.32K | -1.8% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 118.73K | -57.5% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 77.51K | -5.4% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Bank Of Nova Scotia | 68.20K | 0.0% | $2.14M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 53.74K | +16.9% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 47.68K | Nieuw | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 38.85K | -3.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 22.64K | -43.1% | $711,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 19.64K | +2.9% | $617,450 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 12.52K | Nieuw | $393,504 | 0.0% | New | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 9.59K | +2.0% | $301,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 9.38K | -81.8% | $294,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 7.21K | -71.7% | $226,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 2.79K | Nieuw | $87,753 | 0.0% | New | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 2.01K | -42.8% | $63,174 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 988 | +20.3% | $31,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 750 | -5.9% | $23,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 675 | -14.4% | $21,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 246 | 0.0% | $7,732 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS Group AG | 171 | -49.6% | $5,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 18 | 0.0% | $566 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.50M | 0.0% |
| Rockefeller Capital… | $393,504 | 0.0% |
| Northwestern Mutual Wealth… | $87,753 | 0.0% |
Verlaten
| Mariner, LLC | $231,018 | was 0.0% |
| Jones Financial Companies Lllp | $54,017 | 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.