Effectdossier · gearchiveerd kwartaal
SOXQ
naam in afwachting van profielverwerking
42Gevolgde houders
+7Δ houders
2.67MGehouden aandelen
$298.63MGerapporteerde waarde
+11Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +14.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 919.31K | +73.2% | $103.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | LPL Financial LLC | 396.58K | +26.0% | $44.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citigroup Inc | 233.96K | -6.0% | $26.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 171.33K | +19.8% | $19.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | D. E. Shaw & Co. ✦ | 157.36K | +345.8% | $17.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | National Bank Of Canada /Fi/ | 135.40K | -9.7% | $15.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 106.11K | +140.4% | $11.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 72.02K | +108.6% | $8.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 56.60K | +18.4% | $6.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 50.71K | +36.7% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mirae Asset Global Investments Co.… | 50.00K | -17.4% | $5.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 46.23K | +39.4% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Tudor Investment Corp Et Al | 35.89K | Nieuw | $4.02M | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 32.52K | +87.5% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | TD Waterhouse Canada Inc. | 32.79K | +7252.9% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 29.60K | +2.1% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 23.57K | +3.5% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 18.85K | Nieuw | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 17.99K | Nieuw | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 15.50K | -72.5% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 14.03K | +17.5% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 8.75K | -0.2% | $980,397 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 5.23K | -28.9% | $586,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 4.93K | +39.7% | $552,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 4.34K | -40.7% | $487,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cibc World Market Inc. | 3.29K | Nieuw | $368,249 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.13K | +8.9% | $351,308 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Belvedere Trading LLC | 3.10K | +1742.9% | $347,062 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 2.83K | Nieuw | $317,867 | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 2.82K | Nieuw | $315,788 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 2.77K | +328.5% | $310,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 2.28K | Nieuw | $255,568 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.01K | 0.0% | $225,321 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.61K | -4.7% | $180,369 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Optiver Holding B.V. | 939 | Nieuw | $105,262 | 0.0% | New | 1 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 600 | +1100.0% | $67,260 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 360 | -99.6% | $38,815 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Blair William & Co/Il | 250 | Nieuw | $28,025 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 200 | 0.0% | $22,420 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 171 | Nieuw | $17,731 | 0.0% | New | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 44 | +4300.0% | $4,904 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Russell Investments Group, Ltd. | 40 | Nieuw | $4,484 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Tudor Investment Corp Et Al | $4.02M | 0.0% |
| Quantinno Capital Management… | $2.11M | 0.0% |
| Focus Partners Wealth | $2.02M | 0.0% |
| Cibc World Market Inc. | $368,249 | 0.0% |
| Stifel Financial Corp | $317,867 | 0.0% |
| AQR Capital Management | $315,788 | 0.0% |
| Creative Planning | $255,568 | 0.0% |
| Optiver Holding B.V. | $105,262 | 0.0% |
| Blair William & Co/Il | $28,025 | 0.0% |
| Jones Financial Companies Lllp | $17,731 | 0.0% |
| Russell Investments Group… | $4,484 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.61M | was 0.0% |
| Hrt Financial Lp | $635,000 | was 0.0% |
| HighTower Advisors, LLC | $255,352 | was 0.0% |
| Citadel Advisors | $235,039 | was 0.0% |
| UBS Group AG | $8,656 | 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: Q2 2026 ·
Methodologie ·
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