TUA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom -13.0% ·
netto nieuwe posities +20.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +7 | 893.48K | $18.25M | +7 | −1 |
| 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 | LPL Financial LLC | 431.94K | -43.5% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 139.75K | Nieuw | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 88.57K | Nieuw | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 79.47K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 41.00K | 0.0% | $837,425 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Hrt Financial Lp | 39.01K | +19.7% | $796,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 18.07K | -76.2% | $368,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 16.32K | Nieuw | $333,346 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 12.73K | -20.7% | $260,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 10.67K | Nieuw | $217,935 | 0.0% | New | 1 | SEC ↗ |
| 11 | Group One Trading Llc | 10.14K | +12.2% | $207,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Simplex Trading, Llc | 3.04K | -49.7% | $62,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Us Bancorp \De\ | 900 | 0.0% | $18,383 | 0.0% | Held | 3 | SEC ↗ |
| 14 | National Bank Of Canada /Fi/ | 634 | 0.0% | $12,946 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 536 | +52.7% | $10,967 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 340 | Nieuw | $6,945 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 270 | Nieuw | $5,515 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 97 | Nieuw | $1,981 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $14 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.85M | 0.0% |
| Envestnet Asset Management Inc | $1.81M | 0.0% |
| Mml Investors Services, Llc | $333,346 | 0.0% |
| AQR Capital Management | $217,935 | 0.0% |
| Northwestern Mutual Wealth… | $6,945 | 0.0% |
| Fidelity (FMR) | $5,515 | 0.0% |
| UBS Group AG | $1,981 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $24.93M | 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.