SVOL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +4.5% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -3 | 290.62K | $4.66M | +1 | −4 |
| Q1 2026 | 17 | +4 | 404.76K | $6.21M | +6 | −2 |
| Q4 2025 | 13 | 0 | 387.45K | $6.80M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.89K | $34,070 | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.32K | $281,827 | n/a | n/a |
| Q1 2025 | 1 | 0 | 110.07K | $2.00M | n/a | n/a |
| Q4 2024 | 1 | 0 | 80.08K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | -1 | 214.74K | $4.72M | n/a | −1 |
| Q2 2024 | 2 | n/a | 175.18K | $3.93M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 123.05K | -22.5% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 81.53K | +13.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 43.64K | Nieuw | $669,468 | 0.0% | New | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 33.13K | +3.9% | $508,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 33.10K | -40.9% | $507,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 32.51K | +11.3% | $498,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | IMC-Chicago, LLC | 21.20K | Nieuw | $325,131 | 0.0% | New | 1 | SEC ↗ |
| 8 | Simplex Trading, Llc | 12.77K | Nieuw | $195,953 | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 11.01K | Nieuw | $168,939 | 0.0% | New | 1 | SEC ↗ |
| 10 | Belvedere Trading LLC | 7.70K | Nieuw | $118,164 | 0.0% | New | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 2.55K | Nieuw | $38,546 | 0.0% | New | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 1.19K | 0.0% | $18,232 | 0.0% | Held | 4 | SEC ↗ |
| 13 | UBS Group AG | 969 | +60.2% | $14,865 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 247 | -82.0% | $3,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 114 | +132.7% | $2,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 48 | -98.5% | $738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 3 | +50.0% | $52 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $669,468 | 0.0% |
| IMC-Chicago, LLC | $325,131 | 0.0% |
| Simplex Trading, Llc | $195,953 | 0.0% |
| Susquehanna International… | $168,939 | 0.0% |
| Belvedere Trading LLC | $118,164 | 0.0% |
| JPMorgan Chase | $38,546 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $565,695 | was 0.0% |
| Us Bancorp \De\ | $15,804 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 3.69M aandelen, $56.70M 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.