SRFM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +12.8% ·
netto nieuwe posities -4.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | Vanguard Capital Management Llc | 2.49M | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 1.02M | +214.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passief) | 596.82K | +43.5% | $686,344 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passief) | 562.10K | +1.8% | $646,694 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Marshall Wace ✦ | 441.96K | Nieuw | $508,253 | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 325.53K | +15.6% | $374,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passief) | 274.20K | +116.9% | $315,331 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 134.67K | +610.3% | $154,873 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northern Trust Corp | 90.99K | 0.0% | $104,643 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 88.67K | -77.1% | $101,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 68.32K | +78.4% | $78,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 51.14K | -74.7% | $58,807 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Mariner, LLC | 44.24K | Nieuw | $50,877 | 0.0% | New | 1 | SEC ↗ |
| 14 | Barclays Plc | 40.42K | -12.6% | $46,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 38.82K | -27.3% | $44,641 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | T. Rowe Price ✦ | 22.90K | 0.0% | $27,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 22.72K | Nieuw | $26,129 | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Cetera Investment Advisers | 11.01K | -32.1% | $12,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 10.89K | +84.9% | $11,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 10.21K | +2.1% | $11,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 9.03K | -81.7% | $10,385 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 2.50K | Nieuw | $2,876 | 0.0% | New | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.22K | Nieuw | $1,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 470 | +226.4% | $541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 93 | 0.0% | $107 | 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
| Marshall Wace | $508,253 | 0.0% |
| Mariner, LLC | $50,877 | 0.0% |
| Bank of New York Mellon Corp | $26,129 | 0.0% |
| Fidelity (FMR) | $2,876 | 0.0% |
| Royal Bank Of Canada | $1,000 | 0.0% |
Verlaten
| Jane Street Group, Llc | $559,028 | was 0.0% |
| Susquehanna International… | $327,404 | was 0.0% |
| Millennium Management | $73,912 | was 0.0% |
| JPMorgan Chase | $12,804 | was 0.0% |
| Bnp Paribas Financial Markets | $4,681 | was 0.0% |
| Bank Of America Corp /De/ | $3,554 | 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.