XFIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +27.3% ·
aandelenstroom -0.5% ·
netto nieuwe posities +20.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +3 | 1.67M | $81.30M | +5 | −2 |
| Q1 2026 | 12 | +2 | 1.71M | $84.07M | +2 | — |
| Q4 2025 | 10 | 0 | 1.40M | $69.46M | — | — |
| Q3 2025 | 3 | 0 | 17.33K | $858,338 | — | — |
| Q2 2025 | 2 | 0 | 4.96K | $244,937 | — | — |
| Q1 2025 | 1 | +1 | 4.91K | $241,032 | +1 | — |
| Q3 2024 | 1 | 0 | 10.92K | $545,962 | — | — |
| Q2 2024 | 1 | — | 8.39K | $404,891 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 929.87K | -4.3% | $45.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 929.87K | -4.3% | $45.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 344.36K | -18.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 344.36K | -18.2% | $16.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 302.72K | +30.7% | $14.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 38.05K | Nieuw | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 24.61K | +1.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 9.81K | Nieuw | $477,553 | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 9.81K | Nieuw | $477,553 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 8.57K | +7.2% | $417,320 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 4.86K | Nieuw | $236,682 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 4.22K | Nieuw | $205,625 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.22K | Nieuw | $205,625 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.26K | -17.8% | $61,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 1.18K | -2.5% | $57,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 679 | +485.3% | $33,069 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 679 | +485.3% | $33,069 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 71 | -94.0% | $3,458 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 62 | Nieuw | $3,000 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wealth Enhancement Advisory… | $1.84M | 0.0% |
| Bank of New York Mellon Corp | $477,553 | 0.0% |
| Bank of New York Mellon Corp | $477,553 | 0.0% |
| Goldman Sachs Group | $236,682 | 0.0% |
| Raymond James Financial Inc | $205,625 | 0.0% |
| Raymond James Financial Inc | $205,625 | 0.0% |
| Royal Bank Of Canada | $3,000 | 0.0% |
Verlaten
| Citadel Advisors | $901,152 | was 0.0% |
| Osaic Holdings, Inc. | $9,832 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 7.94M aandelen, $322.30M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.