TAGG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +30.0% ·
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 | 19 | +4 | 36.14M | $1.53B | +5 | −1 |
| Q1 2026 | 15 | +3 | 25.76M | $1.10B | +5 | −2 |
| Q4 2025 | 12 | -1 | 18.24M | $790.61M | n/a | −1 |
| Q3 2025 | 4 | 0 | 15.42M | $664.86M | +1 | −1 |
| Q2 2025 | 2 | -1 | 13.74M | $586.17M | n/a | −1 |
| Q1 2025 | 2 | +1 | 6.24M | $267.15M | +1 | n/a |
| Q4 2024 | 1 | 0 | 19.47K | $815,316 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.57K | $899,024 | n/a | n/a |
| Q2 2024 | 1 | n/a | 33.10K | $1.39M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 24.52M | +36.6% | $1.05B | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 389.81K | Nieuw | $16.61M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 370.70K | +607.4% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank of New York Mellon Corp | 167.52K | +97.1% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 80.49K | +61.8% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 57.33K | +44.3% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 40.10K | +23.3% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 36.03K | +375.2% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 27.89K | Nieuw | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 23.41K | +406.8% | $997,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 21.60K | Nieuw | $920,032 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fifth Third Bancorp | 12.00K | Nieuw | $511,328 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 6.75K | Nieuw | $287,720 | 0.0% | New | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 5.56K | -13.7% | $236,941 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.43K | -28.3% | $60,959 | 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
| Morgan Stanley | $16.61M | 0.0% |
| Truist Financial Corp | $1.19M | 0.0% |
| Citadel Advisors | $920,032 | 0.0% |
| Fifth Third Bancorp | $511,328 | 0.0% |
| Jane Street Group, Llc | $287,720 | 0.0% |
Verlaten
| Goldman Sachs Group | $669,918 | was 0.0% |
| Royal Bank Of Canada | $6,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 28 houders, 26.24M aandelen, $73.96M 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.