SERA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.8% ·
aandelenstroom +0.7% ·
netto nieuwe posities +2.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.50K | $21,210 | n/a | n/a |
| Q2 2026 | 24 | -4 | 5.77M | $10.51M | n/a | −5 |
| Q1 2026 | 30 | -7 | 5.90M | $11.98M | n/a | −7 |
| Q4 2025 | 37 | +1 | 6.48M | $19.10M | +1 | n/a |
| Q3 2025 | 11 | +1 | 2.82M | $8.63M | +1 | n/a |
| Q2 2025 | 7 | -1 | 2.56M | $7.09M | n/a | −1 |
| Q1 2025 | 5 | -1 | 1.77M | $6.50M | n/a | −1 |
| Q4 2024 | 6 | +3 | 1.13M | $9.26M | +4 | −1 |
| Q3 2024 | 2 | -5 | 603.00K | $4.70M | +1 | −6 |
| Q2 2024 | 7 | n/a | 812.80K | $4.81M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Aberdeen Group plc | 2.28M | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 1.24M | +1.8% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Citadel Advisors ✦ | 707.61K | +8.2% | $2.09M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | Captrust Financial Advisors | 536.77K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 334.64K | +1.1% | $987,474 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Corient Private Wealth LP | 200.00K | n/a | $580,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passief) | 186.75K | +4.3% | $550,915 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | State Street Global Advisors ✦ (passief) | 124.79K | 0.0% | $368,136 | 0.0% | Held | 5 | SEC ↗ |
| 9 | Millennium Management ✦ | 113.18K | -11.1% | $333,875 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Northern Trust Corp | 96.53K | n/a | $284,778 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 80.97K | -3.6% | $238,856 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Bank of New York Mellon Corp | 75.27K | n/a | $222,038 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 71.53K | n/a | $211,019 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 68.83K | n/a | $203,037 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 42.23K | n/a | $124,590 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 36.72K | n/a | $108,330 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Squarepoint Ops LLC | 36.32K | n/a | $107,150 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 28.98K | n/a | $85,497 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 28.60K | -47.9% | $84,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 25.20K | n/a | $74,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Cetera Investment Advisers | 25.00K | n/a | $73,750 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 22.93K | n/a | $67,474 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Two Sigma Investments ✦ | 21.96K | -30.8% | $64,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 16.62K | n/a | $50,257 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 14.85K | 0.0% | $43,793 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 12.16K | n/a | $35,860 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Charles Schwab Investment… | 12.09K | n/a | $35,651 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 11.40K | Nieuw | $33,639 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 10.64K | n/a | $31,491 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 8.73K | n/a | $25,751 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 4.67K | n/a | $13,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 1.01K | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Optiver Holding B.V. | 412 | n/a | $1,215 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 236 | n/a | $696 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 222 | -50.0% | $655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 200 | n/a | $590 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 40 | 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
| Point72 Asset Management | $33,639 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 20.04M aandelen, $40.47M 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)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 8.02K aand · $16,289
Officer · 1.80K aand · $3,600
Officer · 486 aand · $972
Officer · 2.19K aand · $4,380
Officer, Director · 7.02K aand · $14,044
Officer, Director · 20.14K aand · $40,278
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie