SOXQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +8.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 15.00K | $1.51M | +1 | n/a |
| Q2 2026 | 42 | +7 | 2.67M | $298.63M | +11 | −5 |
| Q1 2026 | 37 | +3 | 1.99M | $118.75M | +5 | −2 |
| Q4 2025 | 34 | +3 | 1.74M | $97.27M | +3 | n/a |
| Q3 2025 | 3 | -1 | 261.05K | $13.08M | n/a | −1 |
| Q2 2025 | 2 | -2 | 9.04K | $394,830 | n/a | −2 |
| Q1 2025 | 3 | +1 | 33.27K | $1.12M | +1 | n/a |
| Q4 2024 | 2 | 0 | 93.85K | $3.68M | +1 | −1 |
| Q3 2024 | 2 | +1 | 24.47K | $996,582 | +1 | n/a |
| Q2 2024 | 1 | n/a | 4.25K | $183,089 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 444.39K | +358.7% | $24.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 305.20K | n/a | $17.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 277.30K | Nieuw | $15.47M | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 164.84K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | JPMorgan Chase ✦ | 80.99K | -50.1% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 63.65K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citigroup Inc | 63.81K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 60.51K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 53.41K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 45.52K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 25.78K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 24.32K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 24.30K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 18.16K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 14.32K | n/a | $799,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 13.57K | Nieuw | $756,632 | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 9.00K | n/a | $501,721 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 8.54K | n/a | $476,499 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 8.18K | n/a | $456,422 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Jane Street Group, Llc | 7.40K | n/a | $412,921 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Cetera Investment Advisers | 6.68K | n/a | $372,405 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 5.90K | Nieuw | $329,043 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 4.59K | n/a | $256,052 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 4.10K | n/a | $228,699 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 2.24K | +16.4% | $124,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 2.12K | n/a | $118,455 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.01K | n/a | $112,098 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.29K | n/a | $72,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Northwestern Mutual Wealth… | 955 | n/a | $53,255 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 446 | n/a | $24,865 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 200 | n/a | $11,154 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 100 | n/a | $5,577 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 4 | n/a | $223 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 0 | n/a | $26 | 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
| Two Sigma Investments | $15.47M | 0.0% |
| Goldman Sachs Group | $756,632 | 0.0% |
| Renaissance Technologies | $329,043 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 3.50M aandelen, $202.22M 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.