SSO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.7% ·
aandelenstroom +1.4% ·
netto nieuwe posities +2.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -2 | 2.13M | $142.86M | +4 | −7 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | n/a |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | n/a | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | n/a |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | n/a | n/a |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | n/a | n/a |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | n/a | −1 |
| Q2 2024 | 2 | n/a | 423.43K | $34.98M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 3.46M | n/a | $200.65M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 396.31K | n/a | $22.95M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 342.98K | n/a | $19.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 77.19K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 129.27K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 92.42K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 67.86K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 66.78K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 64.66K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 54.33K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 53.80K | +3.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 46.60K | Nieuw | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 45.41K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 44.57K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 40.00K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 32.17K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wealth Enhancement Advisory… | 28.95K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 27.96K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Corient Private Wealth LP | 26.80K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 26.62K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 23.13K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 19.61K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 11.07K | n/a | $641,116 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 9.99K | n/a | $578,852 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 9.22K | n/a | $534,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Susquehanna International Group, Llp | 7.56K | n/a | $437,817 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 7.22K | n/a | $418,209 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 5.85K | n/a | $338,890 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 5.79K | n/a | $335,059 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 4.81K | n/a | $278,832 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 2.26K | n/a | $130,899 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 84 | n/a | $4,865 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 30 | n/a | $1,764 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 18 | -95.7% | $1,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 3 | n/a | $174 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2 | n/a | $97 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 1 | -100.0% | $41 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.70M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 10.18M aandelen, $513.89M 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.