XBIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.5% ·
aandelenstroom +3.5% ·
netto nieuwe posities +8.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 174.63K | $8.74M | n/a | n/a |
| 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 | 2.28M | -3.7% | $113.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 530.02K | -2.3% | $26.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 410.81K | +23.8% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 308.83K | +5.7% | $15.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 287.35K | -14.4% | $14.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Mml Investors Services, Llc | 238.74K | +19.4% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 203.71K | +30.8% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 167.13K | +11.9% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 167.12K | +15.1% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 142.96K | +118.1% | $7.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 116.30K | +3.1% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 103.73K | +4.2% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 65.99K | +67.9% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 34.60K | +12860.3% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 18.56K | -64.0% | $928,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 12.45K | +45.6% | $622,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 4.55K | Nieuw | $227,300 | 0.0% | New | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.02K | Nieuw | $151,250 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.53K | Nieuw | $76,872 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.18K | Nieuw | $59,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.00K | 0.0% | $50,000 | 0.0% | Held | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 856 | -91.6% | $42,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 552 | +318.2% | $27,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Creative Planning | $227,300 | 0.0% |
| Northwestern Mutual Wealth… | $151,250 | 0.0% |
| Jones Financial Companies Lllp | $76,872 | 0.0% |
| Royal Bank Of Canada | $59,000 | 0.0% |
Verlaten
| Jane Street Group, Llc | $490,594 | was 0.0% |
| Mariner, LLC | $475,535 | 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.