SFY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -3 | 126.69K | $18.86M | +1 | −4 |
| Q1 2026 | 24 | 0 | 205.16K | $25.61M | +4 | −4 |
| Q4 2025 | 24 | 0 | 118.09K | $15.61M | +1 | −1 |
| Q3 2025 | 5 | -2 | 48.39K | $6.25M | n/a | −2 |
| Q2 2025 | 4 | +1 | 59.42K | $7.02M | +2 | −1 |
| Q1 2025 | 2 | 0 | 6.27K | $639,140 | n/a | n/a |
| Q4 2024 | 2 | +2 | 18.69K | $2.03M | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 69.95K | Nieuw | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 37.89K | +76.0% | $4.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | LPL Financial LLC | 36.64K | -0.3% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 15.04K | +0.4% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 12.91K | +0.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 8.66K | +5150.3% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 4.01K | -16.2% | $500,394 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.81K | +14.8% | $475,439 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 3.25K | +1.1% | $405,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Hrt Financial Lp | 2.60K | Nieuw | $324,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Creative Planning | 1.83K | 0.0% | $228,436 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Corient Private Wealth LP | 1.83K | -50.0% | $228,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.74K | Nieuw | $216,812 | 0.0% | New | 1 | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 1.64K | -4.3% | $205,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.24K | -16.1% | $155,218 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Assetmark, Inc | 643 | -3.5% | $80,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 633 | +21000.0% | $79,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 406 | +52.6% | $50,676 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | BlackRock ✦ (passief) | 155 | +0.7% | $19,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Franklin Resources Inc | 120 | Nieuw | $14,978 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 109 | -0.9% | $13,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 40 | 0.0% | $4,993 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 6 | -80.7% | $749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6 | -98.2% | $724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $8.73M | 0.0% |
| Hrt Financial Lp | $324,000 | 0.0% |
| UBS Group AG | $216,812 | 0.0% |
| Franklin Resources Inc | $14,978 | 0.0% |
Verlaten
| Tidal Investments LLC | $1.29M | was 0.0% |
| Qube Research & Technologies… | $34,494 | was 0.0% |
| Bank Of America Corp /De/ | $21,410 | was 0.0% |
| Us Bancorp \De\ | $396 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 2.15M aandelen, $273.35M 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.