XJH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.1% ·
aandelenstroom +10.8% ·
netto nieuwe posities 0.0%
· 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 | 63.53K | $3.13M | n/a | n/a |
| Q2 2026 | 33 | +1 | 2.60M | $135.69M | +3 | −3 |
| Q1 2026 | 34 | +2 | 2.39M | $108.20M | +5 | −3 |
| Q4 2025 | 31 | 0 | 2.45M | $109.49M | n/a | n/a |
| Q3 2025 | 4 | -1 | 34.36K | $1.51M | n/a | −1 |
| Q2 2025 | 2 | +1 | 47.71K | $1.98M | +1 | n/a |
| Q3 2024 | 1 | +1 | 38.07K | $1.61M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 477.86K | +1.3% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 405.29K | +1.5% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 382.79K | +9.0% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 95.82K | 0.0% | $5.00M | 0.0% | Held | 3 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 95.16K | +612.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 63.18K | +27.6% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 60.40K | +421.3% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 56.06K | +16.8% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 41.33K | +18.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Creative Planning | 41.29K | -0.6% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 34.94K | +1.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 32.64K | +3.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Corient Private Wealth LP | 27.77K | +6.9% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 24.00K | Nieuw | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 21.64K | +121.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 21.33K | +5.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 19.49K | -1.9% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 15.66K | -2.5% | $816,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 13.86K | -12.6% | $723,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 8.54K | -6.0% | $445,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 8.22K | +30.8% | $428,628 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 8.18K | Nieuw | $426,431 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 8.07K | Nieuw | $420,746 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 6.23K | -70.9% | $324,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.18K | +7.4% | $112,763 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 29 | Fidelity (FMR) ✦ | 999 | +9.9% | $52,099 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Us Bancorp \De\ | 867 | 0.0% | $45,214 | 0.0% | Held | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 427 | 0.0% | $22,259 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 325 | -40.9% | $16,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 30 | +3.5% | $1,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.25M | 0.0% |
| Mercer Global Advisors Inc… | $426,431 | 0.0% |
| Citadel Advisors | $420,746 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.39M | was 0.0% |
| National Bank Of Canada /Fi/ | $6,294 | was 0.0% |
| Wells Fargo & Company/Mn | $6,216 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 177 houders, 5.46M aandelen, $245.49M 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.