TUA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -27.8% ·
aandelenstroom +10.5% ·
netto nieuwe posities -20.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 1.18M | +28.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 765.07K | -7.4% | $16.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 79.47K | 0.0% | $1.68M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 75.74K | +5.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 41.00K | +197.1% | $865,100 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Hrt Financial Lp | 32.60K | Nieuw | $687,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 16.07K | +70.0% | $339,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Group One Trading Llc | 9.04K | +50.1% | $190,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Simplex Trading, Llc | 6.04K | Nieuw | $127,465 | 0.0% | New | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 900 | 0.0% | $18,990 | 0.0% | Held | 2 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 634 | 0.0% | $13,371 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 351 | -0.6% | $7,427 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 1 | -50.0% | $23 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $687,000 | 0.0% |
| Simplex Trading, Llc | $127,465 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $577,813 | was 0.0% |
| Susquehanna International… | $438,936 | was 0.0% |
| Mml Investors Services, Llc | $426,039 | was 0.0% |
| Bank Of Montreal /Can/ | $78,917 | was 0.0% |
| Rockefeller Capital… | $12,047 | was 0.0% |
| Assetmark, Inc | $1,270 | was 0.0% |
| JPMorgan Chase | $22 | 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.