SRFM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +2.8% ·
netto nieuwe posities -3.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +1 | 16.59M | $19.24M | +4 | −3 |
| Q1 2026 | 25 | -1 | 6.36M | $7.32M | +5 | −6 |
| Q4 2025 | 26 | -1 | 5.94M | $11.52M | +1 | −2 |
| Q3 2025 | 10 | 0 | 3.86M | $16.55M | +2 | −2 |
| Q2 2025 | 7 | +2 | 1.00M | $3.70M | +3 | −1 |
| Q1 2025 | 3 | 0 | 529.62K | $1.41M | n/a | n/a |
| Q4 2024 | 3 | +1 | 193.84K | $1.04M | +1 | n/a |
| Q3 2024 | 1 | -1 | 89.00K | $119,279 | n/a | −1 |
| Q2 2024 | 2 | n/a | 638.54K | $245,513 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 2.79M | +47.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Geode Capital Management ✦ (passief) | 552.37K | +103.6% | $1.07M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passief) | 415.85K | +45.7% | $806,743 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Focus Partners Wealth | 387.83K | n/a | $752,392 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 325.61K | n/a | $631,681 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Jane Street Group, Llc | 288.16K | n/a | $559,028 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 281.55K | n/a | $546,203 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 201.75K | n/a | $391,405 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 168.76K | n/a | $327,404 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passief) | 126.40K | 0.0% | $245,218 | 0.0% | Held | 5 | SEC ↗ |
| 11 | Northern Trust Corp | 90.99K | n/a | $176,528 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 53.39K | n/a | $103,570 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 49.44K | +570.1% | $95,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Barclays Plc | 46.23K | n/a | $89,692 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 38.30K | n/a | $74,310 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 38.10K | -92.2% | $73,912 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 22.90K | Nieuw | $45,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 18.96K | -67.8% | $36,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 16.21K | n/a | $31,444 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 10.00K | n/a | $19,400 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 6.60K | -50.0% | $12,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 5.89K | n/a | $11,430 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 2.41K | n/a | $4,681 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 1.83K | n/a | $3,554 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 144 | n/a | $279 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 93 | n/a | $180 | 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
| T. Rowe Price | $45,000 | 0.0% |
Verlaten
| Renaissance Technologies | $3.09M | was 0.0% |
| Fidelity (FMR) | $1,073 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 12.06M aandelen, $13.90M 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.