SMOG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -0.6% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.89K | $659,506 | n/a | n/a |
| Q2 2026 | 24 | +2 | 159.24K | $23.20M | +2 | n/a |
| Q1 2026 | 23 | -2 | 125.38K | $17.37M | n/a | −2 |
| Q4 2025 | 25 | -1 | 146.33K | $18.99M | n/a | −1 |
| Q3 2025 | 3 | +1 | 30.62K | $3.89M | +1 | n/a |
| Q2 2025 | 1 | n/a | 321 | $35,322 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.79K | $425,129 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.20K | $693,120 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 29.34K | +4.8% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 19.96K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 15.11K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 12.15K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 10.24K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 9.41K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 7.26K | n/a | $940,603 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 5.57K | n/a | $722,388 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 5.14K | n/a | $666,400 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wealth Enhancement Advisory… | 4.89K | n/a | $650,738 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 4.87K | n/a | $630,000 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Mariner, LLC | 3.92K | n/a | $508,388 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 2.88K | n/a | $373,170 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 2.69K | n/a | $348,384 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 2.52K | n/a | $326,634 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 2.22K | n/a | $288,270 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 1.94K | n/a | $251,990 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Cwm, Llc | 1.87K | n/a | $242,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 1.62K | n/a | $209,644 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.00K | n/a | $130,013 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 805 | n/a | $104,348 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 410 | -53.7% | $53,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Blair William & Co/Il | 339 | n/a | $43,985 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 166 | n/a | $21,518 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 2 | n/a | $259 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $221,719 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 58 houders, 231.26K aandelen, $28.00M 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.