XHE
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 | 214 | $19,131 | n/a | n/a |
| Q2 2026 | 31 | -1 | 1.02M | $86.89M | +3 | −5 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | n/a | n/a |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 30.72K | $2.59M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 227.40K | +118.3% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 201.95K | +4789.8% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Goldman Sachs Group ✦ | 129.90K | +998.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 61.55K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 51.30K | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 37.54K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 32.56K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 28.71K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 24.87K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 19.57K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 19.18K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 18.04K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 15.43K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 11.20K | n/a | $987,784 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 7.21K | -39.4% | $635,785 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Cetera Investment Advisers | 5.81K | n/a | $512,485 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 5.21K | n/a | $459,575 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealthfront Advisers LLC | 5.04K | n/a | $444,944 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 5.02K | n/a | $443,135 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 4.82K | n/a | $424,917 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 2.19K | n/a | $192,782 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Franklin Resources Inc | 1.75K | n/a | $154,403 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 1.17K | n/a | $103,053 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.10K | n/a | $97,192 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 506 | n/a | $44,665 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 378 | n/a | $33,351 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 329 | 0.0% | $29,048 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 302 | n/a | $26,645 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 58 | n/a | $5,000 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 829.56K aandelen, $63.63M 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.