SDHC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.5% ·
aandelenstroom -1.5% ·
netto nieuwe posities -6.9%
· 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 | 38 | +3 | 3.32M | $51.58M | +5 | −3 |
| Q1 2026 | 37 | +8 | 4.58M | $58.65M | +11 | −3 |
| Q4 2025 | 29 | -2 | 5.24M | $87.89M | +1 | −3 |
| Q3 2025 | 11 | 0 | 2.07M | $36.60M | n/a | n/a |
| Q2 2025 | 9 | 0 | 2.00M | $38.81M | +1 | −1 |
| Q1 2025 | 6 | -2 | 1.46M | $28.45M | n/a | −2 |
| Q4 2024 | 8 | -1 | 1.28M | $32.86M | n/a | −1 |
| Q3 2024 | 8 | +1 | 1.31M | $49.39M | +1 | n/a |
| Q2 2024 | 7 | n/a | 1.42M | $33.11M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment… | 1.47M | n/a | $24.64M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 1.18M | +2.2% | $19.74M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 3 | Federated Hermes, Inc. | 527.30K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 506.69K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passief) | 452.63K | +0.4% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | First Eagle Investment Management… | 378.77K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 158.37K | +3.0% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 128.60K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passief) | 104.42K | +1.4% | $1.75M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Sei Investments Co | 64.93K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 49.05K | n/a | $822,518 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | State Street Global Advisors ✦ (passief) | 42.31K | +2.7% | $709,572 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 33.25K | +11.7% | $557,602 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 28.80K | n/a | $482,959 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Daiwa Securities Group Inc. | 26.66K | n/a | $447,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Victory Capital Management Inc | 21.78K | n/a | $365,200 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 17.65K | n/a | $295,923 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 13.16K | n/a | $220,642 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 12.15K | +20.7% | $203,756 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | T. Rowe Price ✦ | 10.80K | Nieuw | $182,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 7.04K | n/a | $118,061 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 6.42K | n/a | $107,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 2.81K | n/a | $47,107 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Fidelity (FMR) ✦ | 708 | +46.6% | $11,866 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Citigroup Inc | 415 | n/a | $6,960 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 250 | n/a | $4,193 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 130 | n/a | $2,180 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 33 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 12 | n/a | $0 | 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
| T. Rowe Price | $182,000 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.44M | was 0.0% |
| Marshall Wace | $480,864 | was 0.0% |
| Millennium Management | $388,926 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 7.81M aandelen, $99.22M 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.
Open-market aankopen (P)
Director, 10% owner · 19.36K aand @ 10.31 · $199,522
Officer, Director · See Remarks · 1.00K aand @ 11.50 · $11,500
Officer, Director · See Remarks · 1.00K aand @ 12.20 · $12,197
Officer · See Remarks · 1.00K aand @ 12.34 · $12,340
Officer · See Remarks · 1.00K aand @ 12.68 · $12,680
Open-market verkopen (S)
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