SFY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities -15.0%
· 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 | 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 | LPL Financial LLC | 35.33K | -3.6% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 30.34K | -56.6% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 15.80K | +5.0% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 12.19K | -5.5% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 7.62K | +90.0% | $1.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 7.03K | -81.4% | $1.05M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Raymond James Financial Inc | 5.11K | +34.1% | $760,279 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 3.27K | +0.6% | $486,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.04K | +64.3% | $304,167 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | Quantinno Capital Management LP | 1.79K | Nieuw | $266,328 | 0.0% | New | 1 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 1.54K | -6.0% | $229,799 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Creative Planning | 1.50K | -17.9% | $223,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.40K | +23250.0% | $205,975 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 647 | +0.6% | $96,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 434 | +6.9% | $64,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 268 | +72.9% | $39,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 172 | -98.0% | $26,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Franklin Resources Inc | 120 | 0.0% | $17,864 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 46 | -57.8% | $6,785 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 40 | 0.0% | $5,955 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Quantinno Capital Management… | $266,328 | 0.0% |
Verlaten
| Hrt Financial Lp | $324,000 | was 0.0% |
| Corient Private Wealth LP | $228,421 | was 0.0% |
| UBS Group AG | $216,812 | was 0.0% |
| Russell Investments Group… | $79,013 | 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.