XBIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 174.63K | $8.74M | n/a | −1 |
| Q2 2026 | 23 | +2 | 5.10M | $254.84M | +4 | −2 |
| Q1 2026 | 21 | +1 | 4.92M | $246.35M | +4 | −3 |
| Q4 2025 | 20 | 0 | 5.11M | $255.99M | +1 | −1 |
| Q3 2025 | 3 | -1 | 131.69K | $6.61M | n/a | −1 |
| Q2 2025 | 2 | 0 | 24.97K | $1.25M | n/a | n/a |
| Q1 2025 | 1 | +1 | 44.33K | $2.22M | +1 | n/a |
| Q3 2024 | 1 | 0 | 58.36K | $2.93M | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.23K | $1.96M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.27M | n/a | $113.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 542.42K | n/a | $27.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 443.67K | n/a | $22.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 387.68K | n/a | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 380.07K | n/a | $19.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 264.71K | n/a | $13.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 185.33K | n/a | $9.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 172.35K | n/a | $8.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 140.97K | +256.0% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 96.61K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 79.13K | -14.0% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Barclays Plc | 60.00K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 29.99K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 25.91K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.17K | Nieuw | $809,732 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 11.85K | n/a | $593,079 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 4.21K | n/a | $210,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 700 | n/a | $35,048 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 224 | n/a | $11,240 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Bank Of Montreal /Can/ | 100 | n/a | $4,996 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $809,732 | 0.0% |
Verlaten
| Fidelity (FMR) | $2,464 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 7.71M aandelen, $384.33M 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.