SOPH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +24.6% ·
netto nieuwe posities +9.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +6 | 6.16M | $35.55M | +9 | −3 |
| Q1 2026 | 21 | +2 | 2.82M | $13.94M | +5 | −3 |
| Q4 2025 | 19 | -1 | 2.26M | $10.56M | n/a | −1 |
| Q3 2025 | 7 | 0 | 434.77K | $2.07M | n/a | n/a |
| Q2 2025 | 5 | 0 | 741.15K | $2.30M | n/a | n/a |
| Q1 2025 | 4 | 0 | 662.43K | $2.20M | n/a | n/a |
| Q4 2024 | 4 | 0 | 831.10K | $2.59M | n/a | n/a |
| Q3 2024 | 4 | +1 | 782.81K | $2.85M | +1 | n/a |
| Q2 2024 | 3 | n/a | 771.51K | $3.53M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 1.41M | +0.7% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ensign Peak Advisors, Inc | 444.95K | +143.9% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Sei Investments Co | 357.89K | Nieuw | $1.77M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Federated Hermes, Inc. | 190.01K | +1.2% | $940,550 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 92.23K | +49.0% | $456,519 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passief) | 92.15K | -0.5% | $456,122 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 59.80K | -27.9% | $296,010 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 57.63K | +101.1% | $285,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 23.18K | -51.8% | $114,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Franklin Resources Inc | 21.56K | Nieuw | $106,737 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 19.38K | +3130.2% | $96,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 13.16K | -56.9% | $65,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 10.20K | Nieuw | $50,480 | 0.0% | New | 1 | SEC ↗ |
| 14 | Millennium Management ✦ | 10.14K | -91.9% | $50,203 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 5.09K | 0.0% | $25,176 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 16 | Assetmark, Inc | 4.71K | +0.5% | $23,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Zurcher Kantonalbank (Zurich… | 3.75K | 0.0% | $18,587 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.00K | 0.0% | $4,950 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 206 | Nieuw | $966 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 77 | Nieuw | $381 | 0.0% | New | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 59 | 0.0% | $292 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Sei Investments Co | $1.77M | 0.0% |
| Franklin Resources Inc | $106,737 | 0.0% |
| Two Sigma Investments | $50,480 | 0.0% |
| JPMorgan Chase | $966 | 0.0% |
| UBS AM, a distinct business… | $381 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $25,928 | was 0.0% |
| Pnc Financial Services Group… | $1,728 | was 0.0% |
| Simplex Trading, Llc | $144 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 24.32M aandelen, $120.38M 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.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 4.00K aand · $28,727
Officer · 5.00K aand · $36,303
Officer, Director · 8.50K aand · $61,671
Officer · 5.28K aand · $42,929
Officer · 7.39K aand · $60,075
Officer · 31 aand · $246
Officer · 185 aand · $1,491
Officer, Director · 9.84K aand · $79,971
Officer · 7.39K aand · $60,100
Officer · 1.59K aand · $12,897
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie