TPIF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom -2.6% ·
netto nieuwe posities +15.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -3 | 722.16K | $26.86M | — | −3 |
| Q1 2026 | 20 | +3 | 815.37K | $29.24M | +4 | −1 |
| Q4 2025 | 17 | -2 | 836.72K | $29.02M | — | −2 |
| Q3 2025 | 5 | 0 | 100.46K | $3.35M | — | — |
| Q2 2025 | 2 | +1 | 20.12K | $649,786 | +1 | — |
| Q3 2024 | 1 | +1 | 154.65K | $4.47M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 203.43K | -10.9% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 125.38K | +12.8% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 118.70K | Nieuw | $4.28M | 0.0% | New | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 115.15K | +89.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 61.76K | -78.0% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 44.74K | -1.7% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 29.01K | -0.8% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 20.40K | Nieuw | $735,288 | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 20.87K | -6.6% | $728,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 14.28K | Nieuw | $514,651 | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 14.08K | +35.6% | $507,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 14.08K | +35.6% | $507,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 12.42K | +19.9% | $447,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 12.42K | +19.9% | $447,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 10.66K | +8.9% | $384,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 8.42K | +0.5% | $303,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.90K | -34.4% | $284,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 4.54K | +0.5% | $163,577 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Assetmark, Inc | 2.70K | 0.0% | $97,380 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 598 | 0.0% | $21,571 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 339 | Nieuw | $12,218 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1 | 0.0% | $64 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Ameriprise Financial Inc | $4.28M | 0.0% |
| Citadel Advisors | $735,288 | 0.0% |
| Goldman Sachs Group | $514,651 | 0.0% |
| Northwestern Mutual Wealth… | $12,218 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $1,803 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 3.55M aandelen, $123.71M 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.