TAGG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.7% ·
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 Q2 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 | — | −1 |
| Q3 2025 | 4 | 0 | 15.42M | $664.86M | +1 | −1 |
| Q2 2025 | 2 | -1 | 13.74M | $586.17M | — | −1 |
| Q1 2025 | 2 | +1 | 6.24M | $267.15M | +1 | — |
| Q4 2024 | 1 | 0 | 19.47K | $815,316 | — | — |
| Q3 2024 | 1 | 0 | 20.57K | $899,024 | — | — |
| Q2 2024 | 1 | — | 33.10K | $1.39M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 32.16M | +31.2% | $1.37B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 32.16M | +31.2% | $1.37B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 3 | LPL Financial LLC | 2.80M | +50184.9% | $118.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 448.40K | +15.0% | $19.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 127.34K | +58.2% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 122.14K | -67.0% | $5.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 122.14K | -67.0% | $5.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 105.02K | +83.2% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 97.95K | +144.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 76.78K | +113.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 63.69K | +4341.1% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 55.92K | +158.9% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 28.59K | +2.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 27.73K | +18.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 27.73K | +18.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 11.09K | -7.6% | $471,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 8.14K | Nieuw | $345,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 4.84K | -97.1% | $205,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.83K | Nieuw | $205,276 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 651 | Nieuw | $27,645 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 376 | Nieuw | $16,031 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | Nieuw | $42 | 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
| Hrt Financial Lp | $345,000 | 0.0% |
| Goldman Sachs Group | $205,276 | 0.0% |
| Wells Fargo & Company/Mn | $27,645 | 0.0% |
| Bank Of Montreal /Can/ | $16,031 | 0.0% |
| Fidelity (FMR) | $42 | 0.0% |
Verlaten
| Jane Street Group, Llc | $287,720 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.