XBIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom -3.7% ·
netto nieuwe posities +4.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 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 | 2.36M | +4.1% | $118.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 542.44K | 0.0% | $27.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 335.53K | -11.7% | $16.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 331.95K | -14.4% | $16.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 292.07K | +107.2% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 199.98K | -24.5% | $10.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 155.78K | +419.4% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 149.38K | -13.3% | $7.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 145.25K | -67.3% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 112.80K | -39.1% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 99.53K | +3.0% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 65.56K | -17.2% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 51.54K | +218.7% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 39.31K | +17450.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 10.24K | Nieuw | $512,456 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 9.81K | -62.2% | $490,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 9.51K | -19.8% | $475,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 8.55K | Nieuw | $427,757 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.00K | +42.9% | $50,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 267 | Nieuw | $13,373 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 132 | Nieuw | $6,604 | 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
| JPMorgan Chase | $512,456 | 0.0% |
| Fifth Third Bancorp | $427,757 | 0.0% |
| Fidelity (FMR) | $13,373 | 0.0% |
| Assetmark, Inc | $6,604 | 0.0% |
Verlaten
| Barclays Plc | $3.00M | was 0.0% |
| Hrt Financial Lp | $210,000 | was 0.0% |
| Bank Of Montreal /Can/ | $4,996 | 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.