SHOC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom -5.2% ·
netto nieuwe posities +20.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +5 | 104.27K | $12.64M | +7 | −3 |
| Q1 2026 | 16 | +3 | 125.23K | $9.01M | +3 | n/a |
| Q4 2025 | 13 | 0 | 88.69K | $6.09M | n/a | n/a |
| Q3 2025 | 3 | 0 | 4.86K | $303,788 | n/a | n/a |
| Q2 2025 | 1 | n/a | 123 | $6,509 | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.47K | $396,340 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.15K | $462,511 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 41.66K | +17.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 9.19K | -66.9% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 8.45K | +110.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 8.73K | +168.1% | $997,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mariner, LLC | 6.26K | Nieuw | $763,611 | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 5.88K | -5.9% | $716,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 5.88K | -20.4% | $716,464 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Hrt Financial Lp | 4.49K | Nieuw | $548,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 2.27K | Nieuw | $277,405 | 0.0% | New | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 2.13K | Nieuw | $260,449 | 0.0% | New | 1 | SEC ↗ |
| 11 | CIBC Bancorp USA Inc. | 2.00K | Nieuw | $244,468 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 2.00K | -0.4% | $235,905 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Lido Advisors, LLC | 1.75K | Nieuw | $213,765 | 0.0% | New | 1 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 1.17K | Nieuw | $142,681 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.04K | -11.9% | $126,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 617 | -61.6% | $75,268 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Fidelity (FMR) ✦ | 475 | -1.0% | $57,921 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 267 | +32.2% | $32,660 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 1 | -50.0% | $157 | 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
| Mariner, LLC | $763,611 | 0.0% |
| Hrt Financial Lp | $548,000 | 0.0% |
| Corient Private Wealth LP | $277,405 | 0.0% |
| Goldman Sachs Group | $260,449 | 0.0% |
| CIBC Bancorp USA Inc. | $244,468 | 0.0% |
| Lido Advisors, LLC | $213,765 | 0.0% |
| Russell Investments Group… | $142,681 | 0.0% |
Verlaten
| Susquehanna International… | $921,892 | was 0.0% |
| HighTower Advisors, LLC | $886,241 | was 0.0% |
| Jane Street Group, Llc | $542,908 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 42 houders, 336.20K aandelen, $21.27M 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.