Effectdossier · gearchiveerd kwartaal
XSVM
naam in afwachting van profielverwerking
37Gevolgde houders
+5Δ houders
3.28MGehouden aandelen
$197.72MGerapporteerde waarde
+7Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.6% ·
aandelenstroom -4.5% ·
netto nieuwe posities +13.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.12K | $337,984 | n/a | n/a |
| Q2 2026 | 33 | -2 | 3.26M | $226.73M | +1 | −4 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | n/a | n/a |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | n/a | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | n/a | n/a |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | n/a | n/a |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | n/a |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | n/a | 26.29K | $1.38M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 854.24K | -0.8% | $51.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 446.91K | -3.8% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 385.52K | -7.0% | $23.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 213.35K | -3.2% | $12.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 190.16K | -11.8% | $11.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 144.60K | +1.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 118.72K | +5.2% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 118.33K | -30.2% | $7.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111.65K | -20.7% | $6.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Northwestern Mutual Wealth… | 97.33K | -10.2% | $5.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cibc World Market Inc. | 97.22K | -0.3% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 71.26K | -12.3% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Mml Investors Services, Llc | 62.65K | -33.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 50.78K | +6.6% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 39.17K | -1.5% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 38.76K | +41.0% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 34.74K | +3.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 22.08K | +15.9% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 21.19K | Nieuw | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 18.86K | +18.9% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Two Sigma Investments ✦ | 18.10K | -39.7% | $1.09M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | Mariner, LLC | 15.93K | Nieuw | $960,044 | 0.0% | New | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 15.63K | Nieuw | $941,623 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 14.58K | +0.8% | $878,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 14.06K | Nieuw | $847,075 | 0.0% | New | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 11.69K | -22.0% | $704,560 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 27 | Creative Planning | 9.71K | +6.3% | $585,435 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 9.62K | -19.9% | $580,002 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 8.15K | 0.0% | $491,179 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 7.32K | Nieuw | $441,224 | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 5.72K | Nieuw | $344,690 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 5.18K | -43.0% | $316,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 4.68K | +0.2% | $282,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.20K | +11.2% | $132,705 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 989 | 0.0% | $59,597 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 503 | Nieuw | $30,287 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 328 | 0.0% | $19,765 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Assetmark, Inc | $1.28M | 0.0% |
| Mariner, LLC | $960,044 | 0.0% |
| Goldman Sachs Group | $941,623 | 0.0% |
| Citadel Advisors | $847,075 | 0.0% |
| Jane Street Group, Llc | $441,224 | 0.0% |
| Truist Financial Corp | $344,690 | 0.0% |
| BlackRock | $30,287 | 0.0% |
Verlaten
| Charles Schwab Investment… | $1.03M | was 0.0% |
| Hrt Financial Lp | $205,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 127 houders, 5.22M aandelen, $304.87M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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