TOLZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities -11.1%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 971.67K | $57.63M | +3 | −4 |
| Q1 2026 | 21 | +3 | 818.37K | $48.72M | +4 | −1 |
| Q4 2025 | 18 | -2 | 1.23M | $66.60M | — | −2 |
| Q3 2025 | 4 | +1 | 487.93K | $26.40M | +1 | — |
| Q2 2025 | 1 | -1 | 1.73K | $93,044 | — | −1 |
| Q1 2025 | 1 | +1 | 16.43K | $865,059 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 865.68K | +79.6% | $46.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 865.68K | +79.6% | $46.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 865.68K | +79.6% | $46.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 94.20K | — | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 94.20K | — | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Alliancebernstein L.P. | 62.84K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 47.35K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 40.56K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 33.15K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 33.15K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 33.15K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 33.15K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Principal Financial Group Inc | 16.06K | — | $869,811 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 15.67K | — | $849,142 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 14.24K | — | $771,094 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 14.24K | — | $771,094 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 12.54K | — | $679,041 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 7.79K | — | $422,030 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.56K | — | $410,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.56K | — | $410,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 6.15K | — | $333,239 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 5.40K | — | $292,249 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 459 | -73.1% | $24,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 124 | — | $6,715 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 104 | — | $5,632 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 63 | — | $3,411 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $226,581 | was 0.0% |
| JPMorgan Chase | $5,412 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 2.20M aandelen, $130.03M 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.