SERA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -18.9% ·
aandelenstroom -8.4% ·
netto nieuwe posities -20.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 2.55M | +11.9% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 1.20M | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Captrust Financial Advisors | 536.76K | 0.0% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 363.62K | +8.7% | $738,511 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 248.91K | -64.8% | $505,285 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 196.10K | +5.0% | $398,093 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | State Street Global Advisors ✦ (passief) | 124.79K | 0.0% | $253,328 | 0.0% | Held | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 105.02K | +29.7% | $213,184 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 96.53K | 0.0% | $195,966 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 91.50K | -19.1% | $185,753 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 60.93K | -19.1% | $123,682 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 53.91K | -21.7% | $109,433 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 42.23K | 0.0% | $85,735 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Barclays Plc | 31.97K | -12.9% | $64,893 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Squarepoint Ops LLC | 31.43K | -13.5% | $63,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 25.00K | 0.0% | $50,750 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 21.96K | 0.0% | $44,587 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 19.92K | -31.3% | $40,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 19.54K | -14.8% | $39,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 18.47K | -35.4% | $37,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 14.87K | -41.0% | $30,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 12.16K | 0.0% | $24,677 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Charles Schwab Investment… | 12.09K | 0.0% | $24,533 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 10.56K | -0.8% | $21,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 6.57K | -55.7% | $13,343 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Cwm, Llc | 1.00K | -0.3% | $2,036 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Optiver Holding B.V. | 412 | 0.0% | $836 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 236 | 0.0% | $479 | 0.0% | Held | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 222 | 0.0% | $426 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 43 | +7.5% | $0 | 0.0% | ▲ Add | 2 | 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
| Corient Private Wealth LP | $580,000 | was 0.0% |
| Susquehanna International… | $211,019 | was 0.0% |
| Lido Advisors, LLC | $50,257 | was 0.0% |
| Point72 Asset Management | $33,639 | was 0.0% |
| Deutsche Bank Ag\ | $25,751 | was 0.0% |
| Bank Of America Corp /De/ | $13,776 | was 0.0% |
| Citigroup Inc | $590 | was 0.0% |
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