XSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +12.8% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 1.34M | $59.29M | +1 | −1 |
| Q1 2026 | 15 | -1 | 1.18M | $49.60M | +1 | −2 |
| Q4 2025 | 16 | -1 | 1.13M | $48.09M | — | −1 |
| Q3 2025 | 3 | 0 | 28.64K | $1.19M | — | — |
| Q2 2025 | 1 | 0 | 17.77K | $721,777 | — | — |
| Q1 2025 | 1 | +1 | 19.37K | $748,804 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 296.86K | -4.5% | $13.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 295.40K | +34.1% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 234.86K | -4.4% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 234.86K | -4.4% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 234.86K | -4.4% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 194.45K | +19.4% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 149.25K | +93.7% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 54.91K | -7.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mariner, LLC | 36.84K | -10.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 36.84K | -10.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 27.61K | +63.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 27.61K | +63.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 18.05K | -0.4% | $801,466 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 10.91K | 0.0% | $484,503 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 6.20K | 0.0% | $275,311 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 4.94K | Nieuw | $219,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 4.47K | +14.1% | $198,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 512 | -22.4% | $22,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 40 | 0.0% | $1,776 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $219,000 | 0.0% |
Verlaten
| JPMorgan Chase | $428,816 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 1.85M aandelen, $76.82M 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.