WALD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.4% ·
aandelenstroom -30.0% ·
netto nieuwe posities -12.9%
· formule
Brede distributie: dalende aandelen en minder 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 | -4 | 3.34M | $3.91M | +10 | −14 |
| Q1 2026 | 37 | 0 | 5.72M | $4.23M | +2 | −2 |
| Q4 2025 | 38 | +1 | 5.99M | $8.85M | +1 | n/a |
| Q3 2025 | 10 | +1 | 3.72M | $7.38M | +1 | n/a |
| Q2 2025 | 6 | 0 | 3.22M | $7.90M | n/a | n/a |
| Q1 2025 | 3 | -2 | 832.51K | $2.50M | +1 | −3 |
| Q4 2024 | 5 | +1 | 1.00M | $4.02M | +1 | n/a |
| Q3 2024 | 3 | -1 | 558.45K | $2.03M | n/a | −1 |
| Q2 2024 | 4 | n/a | 460.29K | $1.65M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 577.01K | Nieuw | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 272.43K | +453.5% | $479,473 | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 3 | Renaissance Technologies ✦ | 162.70K | Nieuw | $286,352 | 0.0% | New | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 99.99K | -41.5% | $175,982 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passief) | 52.93K | -91.8% | $93,158 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | Citigroup Inc | 37.06K | +1551.7% | $65,233 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 26.65K | -37.5% | $46,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mariner, LLC | 23.20K | Nieuw | $40,820 | 0.0% | New | 1 | SEC ↗ |
| 9 | Rhumbline Advisers | 22.30K | -58.9% | $39,241 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 13.88K | -54.7% | $24,435 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 11.82K | +322.6% | $20,796 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Royal Bank Of Canada | 10.88K | +55.4% | $19,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 10.05K | Nieuw | $17,686 | 0.0% | New | 1 | SEC ↗ |
| 14 | Barclays Plc | 3.04K | -73.8% | $5,345 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 1.97K | -87.4% | $3,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 856 | -13.5% | $1,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 801 | -96.1% | $1,202 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $1.02M | 0.0% |
| Renaissance Technologies | $286,352 | 0.0% |
| Mariner, LLC | $40,820 | 0.0% |
| Mercer Global Advisors Inc… | $17,686 | 0.0% |
Verlaten
| State Street Global Advisors | $519,599 | was 0.0% |
| Northern Trust Corp | $234,448 | was 0.0% |
| Charles Schwab Investment… | $100,828 | was 0.0% |
| Deutsche Bank Ag\ | $41,045 | was 0.0% |
| Alliancebernstein L.P. | $31,039 | was 0.0% |
| CIBC Asset Management Inc | $23,403 | was 0.0% |
| T. Rowe Price | $21,000 | was 0.0% |
| Wells Fargo & Company/Mn | $17,346 | was 0.0% |
| Invesco Ltd. | $10,791 | was 0.0% |
| New York State Common… | $10,395 | was 0.0% |
| Legal & General Group Plc | $3,659 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 65 houders, 21.40M aandelen, $20.44M 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.
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