SH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -2.4% ·
netto nieuwe posities +3.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -4 | 4.57M | $151.04M | +4 | −9 |
| Q1 2026 | 33 | +5 | 5.37M | $203.11M | +8 | −3 |
| Q4 2025 | 28 | +1 | 2.38M | $85.63M | +1 | n/a |
| Q3 2025 | 3 | -1 | 709.01K | $26.21M | n/a | −1 |
| Q2 2025 | 1 | -1 | 6.68K | $265,062 | +1 | −2 |
| Q1 2025 | 2 | +1 | 172.23K | $7.67M | +1 | n/a |
| Q4 2024 | 1 | +1 | 83.45K | $3.54M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 558.35K | n/a | $20.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 407.26K | n/a | $14.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 376.02K | Nieuw | $13.55M | 0.0% | New | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 259.63K | -62.0% | $9.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Tidal Investments LLC | 128.35K | n/a | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 125.94K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 102.28K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 96.06K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Squarepoint Ops LLC | 61.05K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | IMC-Chicago, LLC | 58.35K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Sei Investments Co | 56.74K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cibc World Market Inc. | 36.11K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 19.61K | n/a | $706,580 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Group One Trading Llc | 17.26K | n/a | $621,770 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 15.00K | n/a | $540,450 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mirae Asset Global Investments Co.… | 13.00K | n/a | $468,390 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 12.50K | 0.0% | $450,375 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Creative Planning | 8.90K | n/a | $320,847 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 8.23K | n/a | $296,599 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 7.98K | n/a | $283,680 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.38K | -73.1% | $121,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 2.38K | n/a | $85,691 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 1.52K | n/a | $54,838 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 462 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 200 | n/a | $7,206 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 125 | n/a | $4,504 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 55 | n/a | $1,982 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 8 | n/a | $0 | 0.0% | n/c | 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 | $13.55M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 143 houders, 17.88M aandelen, $672.28M 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.