VEGI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom -8.2% ·
netto nieuwe posities -4.8%
· 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 | 26 | -2 | 696.32K | $30.71M | +1 | −3 |
| Q1 2026 | 29 | +7 | 854.81K | $38.67M | +7 | n/a |
| Q4 2025 | 21 | -1 | 351.52K | $13.56M | n/a | −1 |
| Q3 2025 | 4 | 0 | 102.30K | $4.01M | n/a | n/a |
| Q2 2025 | 2 | 0 | 27.24K | $1.10M | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.43K | $535,173 | n/a | n/a |
| Q4 2024 | 1 | 0 | 18.83K | $667,218 | n/a | n/a |
| Q3 2024 | 1 | +1 | 16.19K | $615,753 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Bank Of Canada /Fi/ | 86.83K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 70.55K | -18.5% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 52.86K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 25.62K | n/a | $988,087 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 19.79K | n/a | $763,171 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northern Trust Corp | 17.21K | n/a | $663,867 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 16.37K | n/a | $631,468 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 16.29K | n/a | $628,219 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 11.22K | n/a | $432,976 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 8.05K | n/a | $310,877 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 7.41K | n/a | $285,958 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 7.21K | n/a | $277,897 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 6.16K | n/a | $237,550 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.68K | n/a | $180,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 536 | +13.1% | $20,675 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cwm, Llc | 250 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 200 | n/a | $7,714 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank Of Montreal /Can/ | 170 | n/a | $6,557 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 109 | n/a | $4,210 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | n/a | $30 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 0 | n/a | $27 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $597,559 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 1.40M aandelen, $62.40M 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.