SURG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom -6.4% ·
netto nieuwe posities +16.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +3 | 1.18M | $424,968 | +5 | −2 |
| Q1 2026 | 15 | -3 | 1.26M | $944,880 | n/a | −3 |
| Q4 2025 | 17 | 0 | 1.21M | $2.01M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.04M | $2.91M | n/a | n/a |
| Q2 2025 | 6 | 0 | 970.82K | $3.03M | n/a | n/a |
| Q1 2025 | 4 | -1 | 266.56K | $551,826 | n/a | −1 |
| Q4 2024 | 5 | +2 | 294.65K | $524,524 | +2 | n/a |
| Q3 2024 | 2 | -1 | 182.42K | $335,688 | n/a | −1 |
| Q2 2024 | 3 | n/a | 158.10K | $504,408 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 567.36K | 0.0% | $204,816 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 168.65K | -24.7% | $60,890 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 83.16K | Nieuw | $30,022 | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 66.00K | 0.0% | $23,826 | 0.0% | Held | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 61.80K | 0.0% | $22,310 | 0.0% | Held | 7 | SEC ↗ |
| 6 | Northern Trust Corp | 52.66K | 0.0% | $19,011 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 50.90K | +2.0% | $18,375 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | Jane Street Group, Llc | 44.13K | Nieuw | $15,930 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | BlackRock ✦ (passief) | 29.33K | -58.2% | $10,588 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | UBS Group AG | 24.55K | -67.2% | $8,863 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Group One Trading Llc | 13.57K | +3353.4% | $4,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 9.84K | Nieuw | $3,357 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 2.78K | 0.0% | $1,030 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.43K | 0.0% | $514 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.02K | +1.8% | $367 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Barclays Plc | 381 | Nieuw | $138 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 60 | Nieuw | $22 | 0.0% | New | 1 | SEC ↗ |
| 18 | Simplex Trading, Llc | 29 | -73.4% | $10 | 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 | $30,022 | 0.0% |
| Jane Street Group, Llc | $15,930 | 0.0% |
| JPMorgan Chase | $3,357 | 0.0% |
| Barclays Plc | $138 | 0.0% |
| Northwestern Mutual Wealth… | $22 | 0.0% |
Verlaten
| CIBC Bancorp USA Inc. | $48,815 | was 0.0% |
| Susquehanna International… | $15,545 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 33 houders, 2.20M aandelen, $1.68M 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.