TIPZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.8% ·
aandelenstroom -0.7% ·
netto nieuwe posities -13.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 472.31K | $24.71M | +1 | −3 |
| Q1 2026 | 17 | -2 | 475.76K | $25.28M | — | −2 |
| Q4 2025 | 19 | 0 | 520.73K | $27.27M | — | — |
| Q3 2025 | 5 | 0 | 107.91K | $5.80M | — | — |
| Q2 2025 | 2 | 0 | 8.63K | $459,634 | — | — |
| Q1 2025 | 1 | 0 | 75.49K | $4.07M | — | — |
| Q4 2024 | 1 | 0 | 47.40K | $2.46M | — | — |
| Q3 2024 | 1 | +1 | 34.28K | $1.85M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 156.97K | +8.1% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 73.11K | +2.1% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 73.11K | +2.1% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 68.35K | +77.0% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 68.35K | +77.0% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 55.91K | -20.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.91K | -20.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 43.52K | +43.3% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Royal Bank Of Canada | 32.74K | -27.1% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 32.74K | -27.1% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 8.82K | -14.8% | $461,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.11K | +89.7% | $424,397 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 6.91K | Nieuw | $361,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 6.11K | +10.5% | $320,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.02K | +27.3% | $262,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 4.18K | -32.4% | $218,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.43K | -63.2% | $127,623 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Franklin Resources Inc | 126 | 0.0% | $6,593 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1 | 0.0% | $52 | 0.0% | Held | 5 | 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 | $361,000 | 0.0% |
Verlaten
| Goldman Sachs Group | $977,085 | was 0.0% |
| Citadel Advisors | $718,240 | was 0.0% |
| Mariner, LLC | $318,840 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 36 houders, 725.14K aandelen, $37.92M 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.