TJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom -4.8% ·
netto nieuwe posities -18.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.00K | $676,390 | n/a | n/a |
| Q2 2026 | 16 | -2 | 1.01M | $30.43M | +1 | −4 |
| Q1 2026 | 20 | -1 | 1.11M | $32.54M | +2 | −3 |
| Q4 2025 | 21 | +1 | 1.83M | $54.17M | +1 | n/a |
| Q3 2025 | 3 | +1 | 21.25K | $622,335 | +1 | n/a |
| Q1 2025 | 1 | 0 | 8.52K | $239,015 | n/a | n/a |
| Q4 2024 | 1 | 0 | 17.63K | $489,696 | n/a | n/a |
| Q3 2024 | 1 | 0 | 23.80K | $653,154 | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.55K | $416,536 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 576.96K | -1.0% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 89.82K | -12.8% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 66.93K | -4.2% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 63.19K | +15.0% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 53.93K | -40.0% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 34.32K | +5.2% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 24.69K | +7.2% | $746,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 22.16K | +0.7% | $671,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 16.09K | 0.0% | $486,491 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 15.88K | -12.8% | $479,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 11.72K | +26.8% | $354,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 9.04K | +6.8% | $273,128 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Captrust Financial Advisors | 7.76K | Nieuw | $234,494 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 6.29K | -47.5% | $190,152 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | Barclays Plc | 6.27K | +7.5% | $189,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.64K | 0.0% | $49,638 | 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
| Captrust Financial Advisors | $234,494 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.21M | was 0.0% |
| Susquehanna International… | $200,745 | was 0.0% |
| Assetmark, Inc | $5,373 | was 0.0% |
| UBS Group AG | $3,083 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 2.89M aandelen, $81.41M 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.