XPL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +9.0% ·
netto nieuwe posities -4.8%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +4 | 6.94M | $5.34M | +4 | — |
| Q1 2026 | 20 | -1 | 6.76M | $5.66M | +1 | −2 |
| Q4 2025 | 21 | -1 | 5.19M | $3.68M | — | −1 |
| Q3 2025 | 8 | -1 | 3.15M | $2.20M | +1 | −2 |
| Q2 2025 | 7 | -1 | 2.38M | $1.55M | — | −1 |
| Q1 2025 | 5 | 0 | 1.49M | $891,440 | — | — |
| Q4 2024 | 5 | +1 | 1.62M | $964,547 | +1 | — |
| Q3 2024 | 3 | 0 | 1.54M | $1.08M | — | — |
| Q2 2024 | 3 | — | 1.48M | $1.31M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 1.30M | +15.9% | $902,848 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 1.16M | +6.9% | $806,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 1.16M | +6.9% | $806,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 1.16M | +6.9% | $806,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Lido Advisors, LLC | 894.32K | — | $624,235 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 650.75K | +9.4% | $453,551 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 650.75K | +9.4% | $453,551 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 401.30K | +44.6% | $279,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 259.00K | — | $240,870 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 165.83K | — | $115,552 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Neuberger Berman Group LLC | 87.06K | — | $60,661 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passief) | 69.61K | 0.0% | $48,505 | 0.0% | Held | 5 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 52.00K | — | $36,962 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Charles Schwab Investment… | 44.90K | — | $31,286 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 42.01K | — | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 42.01K | — | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 25.00K | — | $17,420 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 19.10K | — | $13,309 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 18.10K | — | $12,612 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.42K | -50.8% | $1,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 1.33K | -27.4% | $925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 671 | — | $467 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 671 | — | $467 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 550 | — | $383 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 430 | — | $300 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 52 | — | $36 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| JPMorgan Chase | $210 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 49 houders, 20.80M aandelen, $16.98M 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.