WWR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -5.6% ·
netto nieuwe posities -8.0%
· 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 | 25 | -1 | 11.37M | $5.73M | +3 | −5 |
| Q1 2026 | 28 | -2 | 12.06M | $7.88M | +2 | −4 |
| Q4 2025 | 30 | -2 | 17.75M | $13.31M | n/a | −2 |
| Q3 2025 | 10 | 0 | 7.13M | $6.77M | +1 | −1 |
| Q2 2025 | 7 | +1 | 4.67M | $2.81M | +1 | n/a |
| Q1 2025 | 4 | 0 | 1.24M | $682,231 | n/a | n/a |
| Q4 2024 | 4 | -1 | 900.25K | $637,974 | n/a | −1 |
| Q3 2024 | 4 | 0 | 650.40K | $336,453 | n/a | n/a |
| Q2 2024 | 4 | n/a | 572.29K | $276,060 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 4.48M | +3.2% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 1.61M | -4.9% | $812,439 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 1.48M | 0.0% | $749,144 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 1.31M | 0.0% | $663,028 | 0.0% | Held | 9 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 794.85K | -25.6% | $401,397 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 423.00K | 0.0% | $213,618 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 402.03K | +1348.3% | $203,026 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | UBS Group AG | 270.54K | +16.4% | $136,621 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Northern Trust Corp | 269.61K | +13.4% | $136,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 63.07K | -71.6% | $31,851 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 50.27K | -92.7% | $25,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 42.05K | -61.8% | $21,236 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 41.68K | +139.3% | $21,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 52.49K | Nieuw | $18,932 | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 15.10K | 0.0% | $7,624 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 13.07K | -21.2% | $6,602 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 10.22K | -17.6% | $5,161 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Focus Partners Wealth | 10.19K | Nieuw | $5,148 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 8.61K | +3.8% | $4,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 6.46K | +13.1% | $3,279 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Wells Fargo & Company/Mn | 4.71K | +56.6% | $2,378 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Barclays Plc | 2.95K | Nieuw | $1,489 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.40K | -86.4% | $708 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 24 | TD Waterhouse Canada Inc. | 213 | 0.0% | $104 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1 | -99.6% | $1 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $18,932 | 0.0% |
| Focus Partners Wealth | $5,148 | 0.0% |
| Barclays Plc | $1,489 | 0.0% |
Verlaten
| Group One Trading Llc | $35,021 | was 0.0% |
| Hrt Financial Lp | $27,000 | was 0.0% |
| Victory Capital Management Inc | $8,178 | was 0.0% |
| HighTower Advisors, LLC | $7,193 | was 0.0% |
| Simplex Trading, Llc | $3,476 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 16.88M aandelen, $10.06M 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.
Open-market aankopen (P)
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Open-market verkopen (S)
Director · 48.00K aand · $31,090
Director · 50.00K aand · $38,020
Director · 50.00K aand · $28,710
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie