SCHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +13.0% ·
netto nieuwe posities +5.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 515.07K | $15.16M | n/a | n/a |
| Q2 2026 | 36 | +3 | 4.24M | $133.66M | +7 | −4 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | n/a | n/a |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | n/a | n/a |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | n/a | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | n/a | n/a |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | n/a |
| Q2 2024 | 1 | n/a | 88.61K | $2.09M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 581.84K | -0.5% | $18.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Jane Street Group, Llc | 489.15K | -18.5% | $15.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 466.61K | +35.3% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 438.49K | +7.1% | $13.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 416.22K | +1.4% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 179.73K | +41.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 163.56K | +22.6% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 139.83K | +107.8% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 129.78K | +10.8% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 110.23K | +39.7% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | JPMorgan Chase ✦ | 77.29K | +1323.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Wealth Enhancement Advisory… | 73.27K | -18.9% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 62.21K | +12.3% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 61.79K | +51.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 53.46K | +49.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 50.77K | +54.7% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 48.57K | +137.8% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 46.97K | +3.6% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 42.50K | +81.9% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Morgan Stanley ✦ | 35.20K | -0.8% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Corient Private Wealth LP | 33.83K | +105.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 12.99K | +17.9% | $411,344 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Sei Investments Co | 11.37K | +4.4% | $359,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 11.26K | +113.0% | $356,627 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 8.30K | Nieuw | $262,709 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 8.13K | +16.2% | $257,522 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 6.59K | +947.1% | $208,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 5.79K | -65.6% | $183,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 2.69K | +178.5% | $85,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 1.72K | -17.2% | $54,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 1.41K | Nieuw | $44,514 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 212 | Nieuw | $6,711 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 35 | Nieuw | $1,108 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | -75.0% | $45 | 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
| Mercer Global Advisors Inc… | $262,709 | 0.0% |
| Rockefeller Capital… | $44,514 | 0.0% |
| Simplex Trading, Llc | $6,711 | 0.0% |
| Pnc Financial Services Group… | $1,108 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $216,076 | was 0.0% |
| Franklin Resources Inc | $48,756 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 193 houders, 15.05M aandelen, $469.27M 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.