TAIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom -15.4% ·
netto nieuwe posities 0.0%
· 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 | 16 | +1 | 4.24M | $45.08M | +3 | −3 |
| Q1 2026 | 16 | 0 | 6.37M | $74.64M | +3 | −3 |
| Q4 2025 | 16 | 0 | 5.01M | $57.52M | +1 | −1 |
| Q3 2025 | 2 | -1 | 71.10K | $841,083 | n/a | −1 |
| Q2 2025 | 1 | 0 | 80.16K | $961,130 | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.16K | $190,318 | n/a | n/a |
| Q4 2024 | 1 | 0 | 40.17K | $449,859 | n/a | n/a |
| Q3 2024 | 1 | +1 | 29.75K | $358,524 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.35M | -4.2% | $14.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.02M | -46.9% | $10.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 990.98K | -2.9% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 288.78K | +41.4% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 189.69K | +91.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 117.70K | +85.9% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 110.51K | -39.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 78.27K | +21.5% | $832,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 31.19K | Nieuw | $331,582 | 0.0% | New | 1 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 23.63K | Nieuw | $251,155 | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 15.53K | +49.2% | $165,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 10.00K | 0.0% | $106,300 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 6.03K | Nieuw | $64,141 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.56K | +0.1% | $27,167 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 400 | 0.0% | $4,000 | 0.0% | Held | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 42 | -95.8% | $450 | 0.0% | ▼ Trim | 2 | 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 | $331,582 | 0.0% |
| National Bank Of Canada /Fi/ | $251,155 | 0.0% |
| Rockefeller Capital… | $64,141 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $15.91M | was 0.0% |
| Hrt Financial Lp | $189,000 | was 0.0% |
| Simplex Trading, Llc | $10,035 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 9.58M aandelen, $110.90M 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.