SMWB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom +24.4% ·
netto nieuwe posities -6.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -11 | 8.50M | $52.12M | +2 | −13 |
| Q1 2026 | 38 | -11 | 9.43M | $24.58M | +4 | −15 |
| Q4 2025 | 50 | 0 | 11.99M | $89.82M | — | — |
| Q3 2025 | 16 | -1 | 5.90M | $54.83M | — | −1 |
| Q2 2025 | 14 | 0 | 4.34M | $34.03M | — | — |
| Q1 2025 | 11 | 0 | 2.69M | $22.22M | +1 | −1 |
| Q4 2024 | 11 | +1 | 2.53M | $35.82M | +1 | — |
| Q3 2024 | 9 | +2 | 3.61M | $31.89M | +2 | — |
| Q2 2024 | 7 | — | 1.06M | $8.24M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.46M | +163.6% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.46M | +163.6% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.46M | +163.6% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 945.26K | +11.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 945.26K | +11.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 945.26K | +11.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 945.26K | +11.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 945.26K | +11.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 510.92K | +65.7% | $4.75M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 363.97K | +2.4% | $3.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passief) | 318.06K | +2.4% | $2.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 299.53K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 299.53K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 299.53K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 299.53K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 299.53K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 260.87K | -70.4% | $2.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 233.21K | +36.4% | $2.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Marshall Wace ✦ | 233.21K | +36.4% | $2.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | ARK Investment Management ✦ | 230.05K | -5.1% | $2.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 88.76K | -24.9% | $825,440 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 57.50K | — | $534,787 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 43.05K | — | $400,366 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 43.05K | — | $400,366 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 43.05K | — | $400,366 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 43.05K | — | $400,366 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passief) | 35.29K | 0.0% | $328,206 | 0.0% | Held | 2 | SEC ↗ |
| 28 | The Vanguard Group ✦ (passief) | 35.29K | 0.0% | $328,206 | 0.0% | Held | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 34.60K | -11.5% | $321,798 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 34.60K | -11.5% | $321,798 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passief) | 16.73K | 0.0% | $155,141 | 0.0% | Held | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passief) | 16.73K | 0.0% | $155,141 | 0.0% | Held | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 6 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $635,910 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 42.05M aandelen, $114.06M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 59.99K aand · $533,965
Officer · 75.00K aand · $663,900
Officer · 106.11K aand · $928,419
Officer · 40.00K aand · $356,000
Officer · 228.50K aand · $2.02M
Officer · 200.00K aand · $1.76M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie