SRFM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +3.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | Citadel Advisors ✦ | 7.38M | Nieuw | $8.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 2 | Vanguard Capital Management Llc | 4.44M | +78.3% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 981.58K | +74.6% | $1.14M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passief) | 745.47K | +24.9% | $864,751 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 5 | UBS Group AG | 642.36K | -37.2% | $745,142 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passief) | 513.70K | +87.3% | $595,893 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Citigroup Inc | 459.57K | Nieuw | $533,099 | 0.0% | New | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 392.23K | Nieuw | $454,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 304.89K | -6.3% | $353,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 199.00K | +118.7% | $230,837 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 141.42K | +5.0% | $164,044 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Focus Partners Wealth | 88.50K | -0.2% | $102,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 65.90K | -3.5% | $76,440 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 49.46K | +27.4% | $57,363 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 46.67K | -8.7% | $54,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Squarepoint Ops LLC | 45.71K | Nieuw | $53,024 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 25.03K | +177.2% | $29,034 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 18 | Jones Financial Companies Lllp | 21.85K | +100.6% | $19,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 13.62K | +23.7% | $15,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Barclays Plc | 10.56K | -73.9% | $12,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mariner, LLC | 10.53K | -76.2% | $12,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 10.19K | -0.3% | $11,815 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.58K | +29.3% | $2,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.14K | +143.4% | $1,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 93 | 0.0% | $108 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 50 | -98.0% | $58 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $8.56M | 0.0% |
| Citigroup Inc | $533,099 | 0.0% |
| Hrt Financial Lp | $454,000 | 0.0% |
| Squarepoint Ops LLC | $53,024 | 0.0% |
Verlaten
| Marshall Wace | $508,253 | was 0.0% |
| T. Rowe Price | $27,000 | was 0.0% |
| Bank of New York Mellon Corp | $26,129 | 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.