XHLF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.2% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 4.41M | $221.92M | +2 | −4 |
| Q1 2026 | 26 | +2 | 4.02M | $202.47M | +3 | −1 |
| Q4 2025 | 24 | 0 | 3.05M | $153.38M | +1 | −1 |
| Q3 2025 | 4 | +1 | 418.06K | $21.08M | +1 | n/a |
| Q2 2025 | 1 | -1 | 631 | $31,765 | n/a | −1 |
| Q1 2025 | 1 | +1 | 22.94K | $1.16M | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.03K | $353,267 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 864.41K | n/a | $43.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of Montreal /Can/ | 486.56K | n/a | $24.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 434.72K | n/a | $21.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 265.48K | -25.0% | $13.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 200.94K | n/a | $10.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 171.16K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 156.70K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 156.64K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 114.68K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 51.53K | -13.8% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 36.82K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 31.59K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 20.55K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 16.01K | n/a | $804,393 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 11.79K | n/a | $592,197 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 9.68K | n/a | $486,263 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 6.51K | n/a | $326,927 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 5.24K | n/a | $263,511 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 4.51K | n/a | $226,580 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 4.14K | n/a | $208,089 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.40K | n/a | $70,300 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 921 | n/a | $46,280 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 242 | Nieuw | $12,161 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2 | 0.0% | $101 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| JPMorgan Chase | $12,161 | 0.0% |
Verlaten
| Citadel Advisors | $211,714 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 119 houders, 23.83M aandelen, $1.18B 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.