TEQI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +2.3% ·
netto nieuwe posities +12.5%
· 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 | 16 | +2 | 3.87M | $194.79M | +3 | −1 |
| Q1 2026 | 15 | +1 | 3.86M | $173.56M | +1 | n/a |
| Q4 2025 | 14 | 0 | 3.88M | $175.44M | n/a | n/a |
| Q3 2025 | 2 | 0 | 2.65M | $116.38M | n/a | n/a |
| Q2 2025 | 1 | 0 | 2.65M | $112.91M | n/a | n/a |
| Q1 2025 | 1 | -1 | 2.40M | $100.67M | n/a | −1 |
| Q4 2024 | 2 | +1 | 2.15M | $87.33M | +1 | n/a |
| Q3 2024 | 1 | 0 | 1.65M | $68.92M | n/a | n/a |
| Q2 2024 | 1 | n/a | 675.00K | $26.48M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 3.19M | +0.1% | $160.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 253.21K | +2.6% | $12.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 148.73K | +21.9% | $7.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Northwestern Mutual Wealth… | 62.56K | +7.2% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 56.17K | +468.8% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 43.44K | +0.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 33.40K | +2.1% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 23.00K | +5.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 20.16K | -1.6% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 16.29K | -4.5% | $821,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 8.70K | +37.2% | $438,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 8.17K | Nieuw | $411,605 | 0.0% | New | 1 | SEC ↗ |
| 13 | Nuveen, LLC | 4.93K | Nieuw | $248,525 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 569 | Nieuw | $28,667 | 0.0% | New | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 400 | 0.0% | $20,152 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1 | 0.0% | $56 | 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
| Mariner, LLC | $411,605 | 0.0% |
| Nuveen, LLC | $248,525 | 0.0% |
| JPMorgan Chase | $28,667 | 0.0% |
Verlaten
| Goldman Sachs Group | $798,594 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 49 houders, 4.98M aandelen, $76.62M 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.