TAXF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.6% · netto nieuwe posities -3.8% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.68K | $220,576 | n/a | n/a |
| Q2 2026 | 26 | 0 | 4.82M | $245.26M | +3 | −4 |
| Q1 2026 | 28 | +3 | 5.97M | $299.00M | +3 | n/a |
| Q4 2025 | 25 | 0 | 5.47M | $275.35M | n/a | n/a |
| Q3 2025 | 3 | +1 | 371.14K | $18.64M | +1 | n/a |
| Q1 2025 | 1 | 0 | 5.28K | $261,155 | +1 | −1 |
| Q4 2024 | 1 | +1 | 4.37K | $219,112 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.45M | +6.3% | $124.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 690.05K | +5.6% | $35.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 457.04K | +18.8% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 353.82K | +37.8% | $17.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 276.07K | +0.7% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 94.63K | -8.7% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 83.15K | +124.2% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 65.57K | Nieuw | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 64.03K | +24.9% | $3.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 52.82K | +32.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Mercer Global Advisors Inc /Adv | 48.48K | -9.8% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 47.53K | +17.4% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 33.85K | +40.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 25.59K | +141.5% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 17.23K | +6.3% | $876,151 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Fifth Third Bancorp | 11.02K | -32.9% | $560,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 10.95K | Nieuw | $556,389 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.70K | +0.2% | $543,666 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 9.96K | +126.8% | $506,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 8.02K | -3.5% | $407,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 6.52K | +6359.4% | $331,647 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Creative Planning | 6.12K | +30.1% | $310,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 4.68K | Nieuw | $236,479 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 887 | -13.3% | $45,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | n/a | $44 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 1 | 0.0% | $35 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $3.33M | 0.0% |
| Citadel Advisors | $556,389 | 0.0% |
| Wealth Enhancement Advisory… | $236,479 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.90M | was 0.0% |
| Mariner, LLC | $1.54M | was 0.0% |
| American Century Companies Inc | $1.42M | was 0.0% |
| Susquehanna International… | $562,812 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 104 houders, 9.42M aandelen, $441.85M 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.