SMOT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom -0.4% ·
netto nieuwe posities +3.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 74.42K | $2.82M | n/a | n/a |
| Q2 2026 | 29 | +1 | 2.41M | $93.52M | +4 | −3 |
| Q1 2026 | 28 | +2 | 2.53M | $89.07M | +4 | −2 |
| Q4 2025 | 26 | +1 | 2.93M | $106.25M | +1 | n/a |
| Q3 2025 | 4 | +1 | 631.18K | $22.77M | +1 | n/a |
| Q2 2025 | 1 | n/a | 2.84K | $98,710 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.18K | $557,897 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.09K | $322,604 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.10M | n/a | $39.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 602.22K | -1.1% | $21.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 429.58K | n/a | $15.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 190.36K | n/a | $6.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 139.78K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 93.44K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 91.17K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 65.99K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 62.93K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 48.96K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 28.13K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 24.82K | n/a | $898,662 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 14.69K | n/a | $531,684 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 13.81K | Nieuw | $500,031 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 9.91K | n/a | $359,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 8.70K | n/a | $315,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.86K | n/a | $103,472 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 2.84K | 0.0% | $102,862 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 2.00K | n/a | $72,509 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 931 | +205.2% | $33,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 707 | n/a | $25,593 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 569 | n/a | $20,598 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 335 | -98.2% | $12,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 150 | n/a | $5,430 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 50 | n/a | $1,810 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 26 | n/a | $941 | 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 | $500,031 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 105 houders, 6.83M aandelen, $231.78M 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.