WKHS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.7% ·
aandelenstroom +28.2% ·
netto nieuwe posities -9.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6 | $18 | n/a | n/a |
| Q2 2026 | 19 | -1 | 419.21K | $1.29M | +2 | −3 |
| Q1 2026 | 21 | -2 | 186.54K | $563,324 | +2 | −4 |
| Q4 2025 | 23 | -1 | 81.02K | $412,343 | +1 | −2 |
| Q3 2025 | 7 | 0 | 587.70K | $646,474 | +2 | −2 |
| Q2 2025 | 5 | +1 | 86.05K | $94,661 | +1 | n/a |
| Q1 2025 | 1 | -2 | 33.61K | $61,848 | n/a | −2 |
| Q4 2024 | 3 | 0 | 407.52K | $284,352 | n/a | n/a |
| Q3 2024 | 2 | 0 | 312.09K | $272,297 | n/a | n/a |
| Q2 2024 | 2 | n/a | 188.94K | $297,431 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 84.41K | n/a | $254,918 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 50.73K | +199.3% | $153,216 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passief) | 32.23K | 0.0% | $97,347 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 18.81K | Nieuw | $56,818 | 0.0% | New | 1 | SEC ↗ |
| 5 | Group One Trading Llc | 142 | -82.0% | $429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 43 | -14.0% | $131 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Osaic Holdings, Inc. | 43 | -10.4% | $129 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 28 | -6.7% | $84 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 22 | +10.0% | $61 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 18 | 0.0% | $53 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 16 | -99.8% | $48 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | TD Waterhouse Canada Inc. | 7 | +600.0% | $19 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 6 | +20.0% | $18 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 5 | +25.0% | $15 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 4 | +300.0% | $11 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 3 | 0.0% | $9 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2 | -33.3% | $6 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 2 | 0.0% | $6 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Barclays Plc | 1 | 0.0% | $3 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Citigroup Inc | 1 | 0.0% | $3 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1 | Nieuw | $0 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $56,818 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $15,860 | was 0.0% |
| Belvedere Trading LLC | $596 | was 0.0% |
| Bank Of America Corp /De/ | $159 | was 0.0% |
| Danske Bank A/S | $61 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 213.79K aandelen, $767,062 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.