YYY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom +22.0% ·
netto nieuwe posities -5.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 781 | $8,060 | +1 | n/a |
| Q2 2026 | 18 | +1 | 13.40M | $154.52M | +4 | −4 |
| Q1 2026 | 18 | -1 | 11.64M | $128.40M | +2 | −3 |
| Q4 2025 | 19 | -1 | 9.54M | $109.81M | n/a | −1 |
| Q3 2025 | 2 | n/a | 2.69M | $31.76M | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.00K | $34,184 | n/a | n/a |
| Q4 2024 | 1 | +1 | 6.21K | $71,505 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.00M | +37.0% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.05M | +7.2% | $33.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.21M | +14.8% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 704.12K | +44.7% | $7.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 650.70K | +51.5% | $7.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 361.55K | +14.6% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 242.37K | +16.8% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 136.70K | +11.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 96.95K | -21.6% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 91.57K | +30.8% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 42.30K | -5.8% | $466,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | TD Waterhouse Canada Inc. | 32.09K | 0.0% | $354,285 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 11.58K | -30.4% | $128,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Fifth Third Bancorp | 6.99K | Nieuw | $77,067 | 0.0% | New | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 2.42K | 0.0% | $26,748 | 0.0% | Held | 2 | SEC ↗ |
| 16 | UBS Group AG | 1.41K | +147.3% | $15,575 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Simplex Trading, Llc | 458 | +213.7% | $5,051 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 169 | Nieuw | $1,808 | 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
| Fifth Third Bancorp | $77,067 | 0.0% |
| JPMorgan Chase | $1,808 | 0.0% |
Verlaten
| Jane Street Group, Llc | $880,676 | was 0.0% |
| Ameriprise Financial Inc | $670,331 | was 0.0% |
| Bank Of America Corp /De/ | $59,656 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 19.03M aandelen, $195.23M 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.