TUA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -4.9% ·
netto nieuwe posities +5.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +7 | 2.60M | $53.16M | +7 | n/a |
| Q1 2026 | 13 | -5 | 2.21M | $46.60M | +2 | −7 |
| Q4 2025 | 18 | +1 | 2.00M | $43.78M | +2 | −1 |
| Q3 2025 | 2 | -1 | 118.20K | $2.59M | n/a | −1 |
| Q2 2025 | 2 | 0 | 838.45K | $18.47M | n/a | n/a |
| Q1 2025 | 2 | +1 | 238.58K | $5.24M | +1 | n/a |
| Q4 2024 | 1 | 0 | 579.26K | $12.29M | n/a | n/a |
| Q3 2024 | 1 | 0 | 168.53K | $3.87M | n/a | n/a |
| Q2 2024 | 1 | n/a | 47.77K | $1.02M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 920.21K | n/a | $20.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 825.82K | n/a | $18.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 79.47K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 72.13K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 26.38K | n/a | $577,813 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 20.04K | n/a | $438,936 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 19.45K | n/a | $426,039 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 13.80K | Nieuw | $302,283 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 9.45K | n/a | $206,987 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Group One Trading Llc | 6.02K | n/a | $131,900 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 3.60K | n/a | $78,917 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 900 | n/a | $19,713 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 634 | n/a | $13,885 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 550 | n/a | $12,047 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 353 | -60.9% | $7,732 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 58 | n/a | $1,270 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2 | n/a | $40 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1 | Nieuw | $22 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $302,283 | 0.0% |
| JPMorgan Chase | $22 | 0.0% |
Verlaten
| Citadel Advisors | $2.57M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 81 houders, 23.55M aandelen, $495.51M 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.