XTIA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +7.8% ·
netto nieuwe posities +5.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +3 | 3.60M | $6.52M | +6 | −3 |
| Q1 2026 | 20 | +1 | 3.02M | $6.26M | +5 | −4 |
| Q4 2025 | 19 | +2 | 1.60M | $1.98M | +2 | — |
| Q3 2025 | 6 | +1 | 563.88K | $828,904 | +1 | — |
| Q2 2025 | 4 | 0 | 86.17K | $140,457 | — | — |
| Q1 2025 | 1 | -1 | 30.18K | $32,901 | — | −1 |
| Q4 2024 | 2 | +1 | 868.85K | $37,362 | +1 | — |
| Q3 2024 | 1 | 0 | 177.64K | $33,929 | — | — |
| Q2 2024 | 1 | — | 61.15K | $27,029 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 1.74M | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 397.43K | +31.0% | $823,027 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 397.43K | +31.0% | $823,027 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passief) | 165.90K | +85.6% | $343,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 143.44K | +500.1% | $296,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 143.44K | +500.1% | $296,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 114.77K | Nieuw | $237,574 | 0.0% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 99.85K | -42.7% | $206,692 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Northern Trust Corp | 74.56K | -14.2% | $154,331 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 63.84K | Nieuw | $132,159 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 60.34K | -52.0% | $124,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 60.34K | -52.0% | $124,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 45.47K | +185.5% | $94,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 45.47K | +185.5% | $94,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Invesco Ltd. | 31.57K | Nieuw | $65,350 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 24.62K | +63.3% | $51,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 20.95K | +38.5% | $43,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 20.95K | +38.5% | $43,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 14.58K | Nieuw | $30,181 | 0.0% | New | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 13.59K | -76.7% | $28,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 11.12K | -68.6% | $23,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 1.00K | 0.0% | $2,070 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 628 | — | $1,300 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 516 | +51500.0% | $991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 516 | +51500.0% | $991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 252 | Nieuw | $522 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $237,574 | 0.0% |
| Envestnet Asset Management Inc | $132,159 | 0.0% |
| Invesco Ltd. | $65,350 | 0.0% |
| Cetera Investment Advisers | $30,181 | 0.0% |
| Cwm, Llc | $522 | 0.0% |
Verlaten
| Millennium Management | $136,611 | was 0.0% |
| Wells Fargo & Company/Mn | $12,822 | was 0.0% |
| Bank Of America Corp /De/ | $2,827 | was 0.0% |
| Citigroup Inc | $25 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 4.49M aandelen, $9.06M 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.