UAE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.5% ·
aandelenstroom -11.8% ·
netto nieuwe posities -6.9%
· formule
Brede distributie: dalende aandelen en 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 | 29 | -2 | 7.74M | $147.09M | +5 | −8 |
| Q1 2026 | 33 | +4 | 6.14M | $114.36M | +8 | −4 |
| Q4 2025 | 29 | -2 | 2.93M | $56.11M | +1 | −3 |
| Q3 2025 | 7 | -1 | 962.96K | $18.19M | +1 | −2 |
| Q2 2025 | 5 | +1 | 271.70K | $5.09M | +1 | n/a |
| Q1 2025 | 3 | 0 | 379.16K | $6.43M | n/a | n/a |
| Q4 2024 | 3 | +2 | 194.43K | $3.20M | +2 | n/a |
| Q3 2024 | 1 | 0 | 70.11K | $1.06M | n/a | n/a |
| Q2 2024 | 1 | n/a | 77.54K | $1.07M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 463.90K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 324.56K | n/a | $6.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Jane Street Group, Llc | 295.01K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Rhumbline Advisers | 285.49K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 252.30K | -47.5% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 219.27K | +9.8% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 194.78K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Korea Investment CORP | 167.07K | n/a | $3.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 152.65K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of Montreal /Can/ | 91.14K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 90.05K | -1.0% | $1.72M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Focus Partners Wealth | 70.56K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 65.63K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 62.56K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 54.05K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 32.01K | n/a | $612,089 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 22.70K | n/a | $434,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 21.11K | n/a | $403,661 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 20.12K | n/a | $384,733 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 18.52K | n/a | $354,064 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.77K | n/a | $205,846 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | BlackRock ✦ (passief) | 7.46K | Nieuw | $142,673 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 6.50K | n/a | $124,299 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Bnp Paribas Financial Markets | 2.56K | n/a | $48,928 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.43K | n/a | $46,384 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 669 | +569.0% | $12,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 525 | n/a | $10,028 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 250 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | n/a | $13 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $142,673 | 0.0% |
Verlaten
| Citadel Advisors | $2.41M | was 0.0% |
| D. E. Shaw & Co. | $889,266 | was 0.0% |
| Goldman Sachs Group | $321,376 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 8.54M aandelen, $159.09M 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.