YJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 51.63K | $322,818 | n/a | n/a |
| Q2 2026 | 14 | -1 | 1.32M | $34.38M | +1 | −2 |
| Q1 2026 | 16 | 0 | 2.05M | $51.81M | +1 | −1 |
| Q4 2025 | 16 | 0 | 2.27M | $58.29M | +1 | −1 |
| Q3 2025 | 3 | 0 | 66.70K | $1.67M | n/a | n/a |
| Q2 2025 | 1 | +1 | 28.38K | $694,767 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.60K | $379,962 | n/a | n/a |
| Q3 2024 | 1 | +1 | 26.45K | $605,268 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 802.87K | n/a | $20.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 622.56K | n/a | $15.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 299.91K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 191.12K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 122.58K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 110.10K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 25.01K | n/a | $641,262 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 21.85K | n/a | $560,203 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 19.16K | n/a | $491,197 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 17.67K | n/a | $453,066 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 13.00K | n/a | $337,101 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 12.98K | -51.5% | $332,773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 9.72K | n/a | $249,227 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 3.07K | n/a | $79,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.21K | -78.0% | $31,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 249 | Nieuw | $6,385 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Morgan Stanley | $6,385 | 0.0% |
Verlaten
| Citadel Advisors | $862,909 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 68 houders, 3.39M aandelen, $81.49M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.