YMAR
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +6.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 30.42K | $877,993 | n/a | n/a |
| Q2 2026 | 12 | 0 | 877.59K | $25.15M | +3 | −3 |
| Q1 2026 | 12 | +2 | 825.99K | $22.60M | +4 | −2 |
| Q4 2025 | 10 | -1 | 753.12K | $20.35M | n/a | −1 |
| Q3 2025 | 1 | 0 | 40.13K | $1.05M | n/a | n/a |
| Q2 2025 | 1 | 0 | 23.05K | $587,929 | n/a | n/a |
| Q1 2025 | 1 | 0 | 23.12K | $554,210 | n/a | n/a |
| Q4 2024 | 1 | +1 | 31.29K | $713,190 | +1 | n/a |
| Q2 2024 | 1 | n/a | 25.63K | $594,155 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 378.38K | +41.7% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 189.72K | -10.0% | $5.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 114.00K | +4.4% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 57.14K | -42.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 47.18K | -2.7% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 30.42K | +2.7% | $874,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 17.14K | +73.1% | $491,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 15.79K | -50.4% | $452,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 12.88K | Nieuw | $369,010 | 0.0% | New | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 9.54K | Nieuw | $273,268 | 0.0% | New | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 5.20K | -27.4% | $149,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 206 | Nieuw | $5,903 | 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
| Captrust Financial Advisors | $369,010 | 0.0% |
| Susquehanna International… | $273,268 | 0.0% |
| Morgan Stanley | $5,903 | 0.0% |
Verlaten
| Mariner, LLC | $297,455 | was 0.0% |
| JPMorgan Chase | $46,249 | was 0.0% |
| Assetmark, Inc | $2,872 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 2.79M aandelen, $57.79M 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.