Effectdossier · gearchiveerd kwartaal
XSW
naam in afwachting van profielverwerking
43Gevolgde houders
+6Δ houders
1.14MGehouden aandelen
$161.57MGerapporteerde waarde
+9Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.2% ·
aandelenstroom +12.3% ·
netto nieuwe posities +14.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +4 | 781.24K | $134.16M | +7 | −4 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 442.32K | Nieuw | $62.94M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 100.47K | -14.9% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 15.49K | -17.0% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 13.55K | -7.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 13.31K | +3.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Jane Street Group, Llc | 10.31K | Nieuw | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 10.27K | -0.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 10.02K | +36.0% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 9.92K | Nieuw | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 9.54K | -75.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | DZ BANK AG Deutsche Zentral… | 8.00K | Nieuw | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Hsbc Holdings Plc | 5.90K | Nieuw | $842,099 | 0.0% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 3.92K | -85.8% | $557,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Belvedere Trading LLC | 3.80K | Nieuw | $540,560 | 0.1% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 3.70K | +23.2% | $526,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 2.54K | -24.5% | $360,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 2.24K | 0.0% | $319,014 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 2.02K | -39.2% | $279,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 1.61K | +39.8% | $228,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 1.52K | +17.8% | $216,139 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Focus Partners Wealth | 1.51K | -7.0% | $215,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | UBS AM, a distinct business unit of… | 1.03K | +112.8% | $147,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 806 | Nieuw | $114,686 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 480 | +56.4% | $68,275 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 375 | Nieuw | $53,358 | 0.0% | New | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 250 | Nieuw | $35,626 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 200 | 0.0% | $28,470 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 100 | 0.0% | $14,229 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 100 | -78.2% | $14,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 52 | 0.0% | $7,399 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 43 | 0.0% | $6,118 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $3,557 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cwm, Llc | $62.94M | 0.2% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Bnp Paribas Financial Markets | $1.41M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.14M | 0.0% |
| Hsbc Holdings Plc | $842,099 | 0.0% |
| Belvedere Trading LLC | $540,560 | 0.1% |
| Northwestern Mutual Wealth… | $114,686 | 0.0% |
| Fifth Third Bancorp | $53,358 | 0.0% |
| TD Waterhouse Canada Inc. | $35,626 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $989,860 | was 0.0% |
| Citadel Advisors | $688,301 | was 0.0% |
| AQR Capital Management | $245,528 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 1.55M aandelen, $215.56M 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 verder het vaakst 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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