Effectdossier · gearchiveerd kwartaal
SOXQ
naam in afwachting van profielverwerking
37Gevolgde houders
+3Δ houders
1.99MGehouden aandelen
$118.75MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +14.3% ·
netto nieuwe posities +8.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 530.62K | +19.4% | $31.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 314.71K | +3.1% | $18.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Citigroup Inc | 248.89K | +290.1% | $14.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | National Bank Of Canada /Fi/ | 150.00K | +3750000.0% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 142.99K | -13.3% | $8.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 81.28K | +0.3% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Mirae Asset Global Investments Co.… | 60.51K | 0.0% | $3.61M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 56.40K | -79.7% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Corient Private Wealth LP | 47.80K | -10.5% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 44.14K | +143.1% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 37.10K | +2784.8% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 35.30K | Nieuw | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 34.53K | -45.8% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 33.17K | -27.1% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 29.00K | +19.3% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 26.97K | +264.3% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 22.78K | -6.3% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 17.34K | -32.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 14.32K | 0.0% | $855,203 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 11.94K | +78.8% | $712,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 10.65K | Nieuw | $635,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 8.77K | +818.0% | $523,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 7.36K | -18.2% | $439,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 7.32K | -14.3% | $437,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 4.28K | +4.3% | $255,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 3.94K | Nieuw | $235,039 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 3.53K | -23.2% | $210,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.88K | +28.5% | $171,793 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Fifth Third Bancorp | 2.01K | 0.0% | $119,997 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 1.69K | -20.5% | $100,774 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 646 | Nieuw | $38,566 | 0.0% | New | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 446 | 0.0% | $27,358 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 200 | 0.0% | $11,940 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Belvedere Trading LLC | 168 | Nieuw | $10,030 | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS Group AG | 145 | -98.2% | $8,656 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Deutsche Bank Ag\ | 50 | -50.0% | $2,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1 | n/a | $58 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $2.11M | 0.0% |
| Hrt Financial Lp | $635,000 | 0.0% |
| Citadel Advisors | $235,039 | 0.0% |
| Qube Research & Technologies… | $38,566 | 0.0% |
| Belvedere Trading LLC | $10,030 | 0.0% |
Verlaten
| Goldman Sachs Group | $756,632 | was 0.0% |
| Renaissance Technologies | $329,043 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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