SRVR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +1.6% ·
netto nieuwe posities -6.9%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 6.62M | $210.25M | +2 | −4 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | n/a | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | n/a | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | n/a |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | n/a | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | n/a |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.53K | $260,660 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.33M | -2.3% | $73.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 1.21M | -1.3% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 832.91K | +8.0% | $26.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 533.94K | +13.3% | $16.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | UBS Group AG | 490.98K | +2.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 352.70K | +1.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 190.11K | +19.9% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 149.03K | +38.2% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 94.56K | -17.0% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 92.75K | -1.8% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Franklin Resources Inc | 84.55K | +0.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Hrt Financial Lp | 71.95K | Nieuw | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 40.22K | -17.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 38.27K | +3.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 24.38K | +29.7% | $774,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 22.95K | +82.2% | $729,402 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 14.08K | -13.7% | $447,258 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 18 | Citigroup Inc | 13.72K | +8.0% | $435,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 13.37K | +2.3% | $424,735 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | D. E. Shaw & Co. ✦ | 13.28K | Nieuw | $421,969 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 7.89K | -38.6% | $250,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Blair William & Co/Il | 856 | +2213.5% | $27,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 368 | +34.8% | $11,677 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 155 | -7.7% | $4,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 129 | +174.5% | $4,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 70 | +12.9% | $2,224 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Fifth Third Bancorp | 67 | -5.6% | $2,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 33 | +725.0% | $1,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2 | -33.3% | $65 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $2.29M | 0.0% |
| D. E. Shaw & Co. | $421,969 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.70M | was 0.0% |
| Susquehanna International… | $1.55M | was 0.0% |
| HighTower Advisors, LLC | $480,015 | was 0.0% |
| Simplex Trading, Llc | $5,088 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 7.79M aandelen, $229.94M 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.