TACK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +23.1% ·
aandelenstroom -6.7% ·
netto nieuwe posities +18.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 3.19M | $100.78M | — | −3 |
| Q1 2026 | 16 | +3 | 3.27M | $99.34M | +4 | −1 |
| Q4 2025 | 13 | +1 | 3.50M | $104.95M | +1 | — |
| Q3 2025 | 1 | -1 | 667 | $20,020 | — | −1 |
| Q2 2025 | 1 | +1 | 10.87K | $306,912 | +1 | — |
| Q3 2024 | 1 | +1 | 7.62K | $214,361 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.93M | +0.8% | $58.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 735.34K | +0.5% | $22.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mariner, LLC | 241.17K | -26.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 142.78K | -1.3% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 89.05K | 0.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Captrust Financial Advisors | 47.14K | -15.3% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 20.14K | Nieuw | $612,191 | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 18.82K | +16.1% | $572,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Hrt Financial Lp | 16.48K | Nieuw | $500,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 10.10K | 0.0% | $306,932 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 8.95K | Nieuw | $272,096 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 4.04K | 0.0% | $123,000 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.27K | 0.0% | $68,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.27K | 0.0% | $68,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.42K | +258.5% | $42,281 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 282 | -56.4% | $8,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 282 | -56.4% | $8,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1 | Nieuw | $30 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $612,191 | 0.0% |
| Hrt Financial Lp | $500,000 | 0.0% |
| Fifth Third Bancorp | $272,096 | 0.0% |
| Northwestern Mutual Wealth… | $30 | 0.0% |
Verlaten
| Ameriprise Financial Inc | $6.18M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 37 houders, 7.09M aandelen, $208.92M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.