YJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -9.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | Raymond James Financial Inc | 619.26K | -0.5% | $15.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 567.73K | -29.3% | $14.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 294.27K | -1.9% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 155.89K | -18.4% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 122.58K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 100.55K | -8.7% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 66.59K | +276.9% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 19.94K | -20.2% | $513,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 17.23K | -10.0% | $443,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 13.98K | -36.0% | $360,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 45.80K | +252.2% | $276,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 9.69K | -25.4% | $249,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 8.48K | -12.8% | $218,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 4.35K | +41.9% | $112,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 343 | Nieuw | $8,832 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 249 | 0.0% | $6,412 | 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
| UBS Group AG | $8,832 | 0.0% |
Verlaten
| JPMorgan Chase | $31,003 | 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.