VOLT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +9 | 3.38M | $141.46M | +10 | −1 |
| Q1 2026 | 22 | +4 | 1.85M | $63.27M | +5 | −1 |
| Q4 2025 | 18 | +2 | 718.38K | $20.78M | +2 | — |
| Q3 2025 | 1 | — | 233 | $6,708 | — | — |
| Q1 2025 | 1 | +1 | 133.52K | $2.85M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.34M | +65.6% | $55.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 570.15K | +207.3% | $23.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 316.42K | +88.7% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 316.42K | +88.7% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 316.42K | +88.7% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 302.72K | +65.0% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 196.18K | Nieuw | $8.22M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 196.18K | Nieuw | $8.22M | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 146.30K | +3733.8% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 146.30K | +3733.8% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 100.95K | +300.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Captrust Financial Advisors | 89.25K | +25.0% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 84.43K | +29.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 47.20K | +12.0% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 46.05K | -16.0% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 31.94K | -81.0% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Tidal Investments LLC | 19.61K | +12.6% | $821,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 19.18K | Nieuw | $803,240 | 0.0% | New | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 19.18K | Nieuw | $803,240 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 16.27K | Nieuw | $632,585 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 11.74K | +10.3% | $492,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 10.31K | Nieuw | $431,844 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 7.50K | Nieuw | $314,175 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 7.49K | 0.0% | $313,840 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 5.28K | Nieuw | $221,247 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 4.44K | +1120.9% | $179,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.25K | +74.3% | $178,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.66K | +1040.3% | $111,302 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Bank Julius Baer & Co. Ltd, Zurich | 1.80K | Nieuw | $75,401 | 0.0% | New | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 1.26K | -44.5% | $52,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.26K | -44.5% | $52,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.14K | +35.7% | $48,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.14K | +35.7% | $48,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 678 | Nieuw | $28,401 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 350 | -50.6% | $14,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 116 | Nieuw | $4,859 | 0.0% | New | 1 | SEC ↗ |
| 37 | Group One Trading Llc | 94 | Nieuw | $3,938 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 16 | 0.0% | $670 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $8.22M | 0.0% |
| Raymond James Financial Inc | $8.22M | 0.0% |
| Lido Advisors, LLC | $803,240 | 0.0% |
| Lido Advisors, LLC | $803,240 | 0.0% |
| Wealth Enhancement Advisory… | $632,585 | 0.0% |
| D. E. Shaw & Co. | $431,844 | 0.0% |
| Barclays Plc | $314,175 | 0.0% |
| Mml Investors Services, Llc | $221,247 | 0.0% |
| Bank Julius Baer & Co. Ltd… | $75,401 | 0.0% |
| Bank Of Montreal /Can/ | $28,401 | 0.0% |
| Simplex Trading, Llc | $4,859 | 0.0% |
| Group One Trading Llc | $3,938 | 0.0% |
Verlaten
| Susquehanna International… | $1.05M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 5.08M aandelen, $144.02M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.