SGDM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +23.1% ·
aandelenstroom -0.8% ·
netto nieuwe posities +18.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 324.06K | -4.8% | $24.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 216.92K | -2.2% | $16.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 188.46K | -3.3% | $14.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 113.82K | -1.1% | $8.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 109.73K | -24.1% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 87.90K | +4.2% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 85.33K | -0.4% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Wells Fargo & Company/Mn | 83.43K | -7.5% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 82.60K | +54.1% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 70.18K | -12.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 63.97K | -7.0% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 38.91K | Nieuw | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 33.44K | +74.8% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 30.64K | -36.1% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 30.46K | -4.2% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 28.41K | -6.0% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 25.61K | Nieuw | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 5.73K | Nieuw | $606,354 | 0.0% | New | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 7.75K | Nieuw | $585,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 5.53K | -11.3% | $417,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 4.30K | Nieuw | $324,682 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 4.29K | 0.0% | $323,956 | 0.0% | Held | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 4.02K | +35.3% | $303,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 4.01K | -14.5% | $302,623 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Blair William & Co/Il | 3.52K | 0.0% | $265,758 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Simplex Trading, Llc | 1.54K | +4291.4% | $116,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Belvedere Trading LLC | 1.34K | -52.2% | $101,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 1.03K | 0.0% | $78,154 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 508 | -16.7% | $38,356 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 245 | -92.6% | $18,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 60 | Nieuw | $4,237 | 0.0% | New | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 17 | Nieuw | $1,283 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.94M | 0.0% |
| Baird Financial Group, Inc. | $1.93M | 0.0% |
| TD Waterhouse Canada Inc. | $606,354 | 0.0% |
| Hrt Financial Lp | $585,000 | 0.0% |
| Marshall Wace | $324,682 | 0.0% |
| JPMorgan Chase | $4,237 | 0.0% |
| UBS AM, a distinct business… | $1,283 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $81,816 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 122 houders, 2.65M aandelen, $198.74M 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.