XTIA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.8% ·
aandelenstroom +19.3% ·
netto nieuwe posities +13.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 1.64M | -5.7% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 606.19K | Nieuw | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 415.38K | +4.5% | $752,160 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 415.38K | +4.5% | $752,160 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 241.22K | +141.6% | $436,614 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 241.22K | +141.6% | $436,614 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 241.22K | +141.6% | $436,614 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passief) | 214.00K | +29.0% | $387,345 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 180.01K | +25.5% | $325,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 90.41K | +21.3% | $163,648 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 61.03K | +1.1% | $110,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 61.03K | +1.1% | $110,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 32.53K | +3.0% | $58,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 28.78K | +16.9% | $48,349 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 22.39K | +6.8% | $40,522 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 22.39K | +6.8% | $40,522 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 19.02K | -58.2% | $34,426 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.46K | -0.8% | $26,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 13.30K | -2.2% | $24,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 12.18K | Nieuw | $22,053 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 10.56K | Nieuw | $19,112 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 10.56K | Nieuw | $19,112 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 1.19K | Nieuw | $2,152 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.00K | +59.4% | $1,812 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.00K | 0.0% | $1,810 | 0.0% | Held | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 493 | -4.5% | $858 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 493 | -4.5% | $858 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citigroup Inc | 6 | Nieuw | $11 | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 77 | Nieuw | $0 | 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
| Mercer Global Advisors Inc… | $1.10M | 0.0% |
| Susquehanna International… | $22,053 | 0.0% |
| Bank of New York Mellon Corp | $19,112 | 0.0% |
| Bank of New York Mellon Corp | $19,112 | 0.0% |
| Barclays Plc | $2,152 | 0.0% |
| Citigroup Inc | $11 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
Verlaten
| Goldman Sachs Group | $237,574 | was 0.0% |
| Envestnet Asset Management Inc | $132,159 | was 0.0% |
| Commonwealth Equity Services… | $23,020 | 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.