SERA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -14.3% ·
aandelenstroom -1.5% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 5.77M | $10.51M | — | −5 |
| Q1 2026 | 30 | -7 | 5.90M | $11.98M | — | −7 |
| Q4 2025 | 37 | +1 | 6.48M | $19.10M | +1 | — |
| Q3 2025 | 11 | +1 | 2.82M | $8.63M | +1 | — |
| Q2 2025 | 7 | -1 | 2.56M | $7.09M | — | −1 |
| Q1 2025 | 5 | -1 | 1.77M | $6.50M | — | −1 |
| Q4 2024 | 6 | +3 | 1.13M | $9.26M | +4 | −1 |
| Q3 2024 | 2 | -5 | 603.00K | $4.70M | +1 | −6 |
| Q2 2024 | 7 | — | 812.80K | $4.81M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Aberdeen Group plc | 2.75M | +8.0% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 1.30M | +7.8% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Captrust Financial Advisors | 535.75K | -0.2% | $975,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 348.97K | -4.0% | $635,473 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passief) | 221.37K | +12.9% | $402,891 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passief) | 124.79K | 0.0% | $227,121 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Millennium Management ✦ | 73.99K | -19.1% | $134,655 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Northern Trust Corp | 68.59K | -28.9% | $124,843 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 60.93K | 0.0% | $110,887 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 50.97K | -51.5% | $92,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Qube Research & Technologies Ltd | 50.87K | +155.4% | $92,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 41.41K | -83.4% | $75,368 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 32.54K | +76.2% | $59,225 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 29.50K | +51.0% | $53,652 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 25.00K | 0.0% | $45,500 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 16.22K | -26.1% | $29,522 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Focus Partners Wealth | 12.16K | 0.0% | $22,124 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 10.50K | -0.5% | $20,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 11.31K | -23.9% | $20,583 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Barclays Plc | 3.18K | -90.1% | $5,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.54K | -61.4% | $4,621 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 222 | 0.0% | $402 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 186 | -21.2% | $339 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 45 | +4.7% | $0 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Jane Street Group, Llc | $109,433 | was 0.0% |
| HighTower Advisors, LLC | $85,735 | was 0.0% |
| Squarepoint Ops LLC | $63,799 | was 0.0% |
| Charles Schwab Investment… | $24,533 | was 0.0% |
| Optiver Holding B.V. | $836 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
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