Effectdossier · gearchiveerd kwartaal
SGMOQ
naam in afwachting van profielverwerking
43Gevolgde houders
-3Δ houders
53.79MGehouden aandelen
$13.29MGerapporteerde waarde
+2Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.5% ·
aandelenstroom +9.0% ·
netto nieuwe posities -7.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 3 | -40 | 476.50K | $26,131 | +1 | −41 |
| Q1 2026 | 43 | -3 | 53.79M | $13.29M | +2 | −5 |
| Q4 2025 | 46 | 0 | 48.63M | $20.43M | +1 | −1 |
| Q3 2025 | 11 | 0 | 36.36M | $24.48M | n/a | n/a |
| Q2 2025 | 9 | -2 | 26.21M | $14.19M | n/a | −2 |
| Q1 2025 | 8 | 0 | 11.56M | $7.59M | n/a | n/a |
| Q4 2024 | 8 | 0 | 17.48M | $17.83M | +1 | −1 |
| Q3 2024 | 7 | -2 | 12.39M | $10.74M | n/a | −2 |
| Q2 2024 | 9 | n/a | 11.43M | $4.10M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 12.70M | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 6.27M | +31.8% | $1.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Balyasny Asset Management L.P. | 5.29M | Nieuw | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 4.57M | +18.2% | $1.13M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passief) | 4.55M | -0.5% | $1.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 6 | Renaissance Technologies ✦ | 3.84M | -54.5% | $947,273 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | UBS Group AG | 2.57M | +151.0% | $635,035 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 2.35M | +37.3% | $580,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.84M | +1856.1% | $452,244 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | State Street Global Advisors ✦ (passief) | 1.69M | +25.0% | $418,442 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 1.69M | -21.0% | $416,634 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Invesco Ltd. | 1.05M | +4.5% | $258,068 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 737.87K | 0.0% | $182,179 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 706.48K | +0.3% | $174,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 423.26K | -0.1% | $104,504 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Nomura Asset Management… | 400.00K | 0.0% | $99,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Canada Pension Plan Investment Board | 397.10K | +57.6% | $98,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 377.29K | +97.9% | $93,152 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 361.28K | +3.8% | $89,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Group One Trading Llc | 340.31K | -32.0% | $84,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 303.86K | Nieuw | $75,967 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Captrust Financial Advisors | 268.75K | +818.7% | $66,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 244.14K | -8.0% | $60,278 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Cerity Partners LLC | 163.94K | 0.0% | $40,478 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 157.81K | 0.0% | $38,960 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 150.00K | 0.0% | $37,050 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 72.00K | +58.9% | $21,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 68.78K | +36.6% | $16,980 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Bank of New York Mellon Corp | 49.77K | +123.5% | $12,288 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Victory Capital Management Inc | 42.04K | +11.0% | $10,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 38.33K | +1.1% | $9,464 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | LPL Financial LLC | 33.81K | -0.6% | $8,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Creative Planning | 14.84K | +15.5% | $3,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 11.00K | 0.0% | $2,716 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.90K | +172.4% | $1,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 6.98K | -2.1% | $1,733 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Royal Bank Of Canada | 4.52K | +10.1% | $1,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Optiver Holding B.V. | 3.20K | 0.0% | $790 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 489 | 0.0% | $150 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 266 | 0.0% | $66 | 0.0% | Held | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 200 | 0.0% | $49 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 11 | 0.0% | $3 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Barclays Plc | 1 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Balyasny Asset Management L.P. | $1.31M | 0.0% |
| Marshall Wace | $75,967 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.23M | was 0.0% |
| Cetera Investment Advisers | $30,786 | was 0.0% |
| Mariner, LLC | $23,827 | was 0.0% |
| Millennium Management | $15,835 | was 0.0% |
| Jones Financial Companies Lllp | $583 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 105.36M aandelen, $26.00M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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