TAOX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +11.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 42 | $185 | +1 | n/a |
| Q2 2026 | 17 | +2 | 610.70K | $2.28M | +4 | −2 |
| Q1 2026 | 15 | -1 | 372.69K | $2.12M | +4 | −5 |
| Q4 2025 | 16 | 0 | 441.58K | $1.62M | +1 | −1 |
| Q3 2025 | 7 | +2 | 196.30K | $1.29M | +2 | n/a |
| Q2 2025 | 3 | 0 | 32.14K | $252,329 | +1 | −1 |
| Q1 2025 | 2 | +1 | 26.45K | $64,020 | +1 | n/a |
| Q4 2024 | 1 | +1 | 10.84K | $38,929 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 118.47K | +49.3% | $441,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 83.17K | Nieuw | $310,231 | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passief) | 79.37K | -10.5% | $296,264 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 4 | Renaissance Technologies ✦ | 78.82K | -22.6% | $293,987 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Jane Street Group, Llc | 54.85K | Nieuw | $204,605 | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passief) | 45.90K | +132.4% | $171,200 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 7 | Hrt Financial Lp | 40.07K | Nieuw | $149,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 32.78K | +204.9% | $122,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passief) | 25.20K | +30.6% | $93,996 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 24.36K | 0.0% | $90,859 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Northern Trust Corp | 13.92K | +14.8% | $51,933 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 12.62K | 0.0% | $47,069 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $2,798 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 220 | 0.0% | $820 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Barclays Plc | 117 | Nieuw | $436 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 70 | 0.0% | $251 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 8 | -55.6% | $0 | 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
| Citadel Advisors | $310,231 | 0.0% |
| Jane Street Group, Llc | $204,605 | 0.0% |
| Hrt Financial Lp | $149,000 | 0.0% |
| Barclays Plc | $436 | 0.0% |
Verlaten
| Citigroup Inc | $14,692 | was 0.0% |
| Fidelity (FMR) | $1,849 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 25 houders, 470.29K aandelen, $2.68M 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.