YYY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +16.1% ·
netto nieuwe posities 0.0%
· 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 |
|---|---|---|---|---|---|---|
| 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 ✦ | 5.64M | +12.7% | $64.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 3.22M | +5.4% | $37.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.34M | +89.8% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 1.33M | +10.4% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 858.89K | +32.0% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 408.07K | +12.9% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 271.79K | +12.1% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 216.32K | +58.2% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 43.91K | +3.8% | $506,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 33.71K | +191.1% | $388,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Jane Street Group, Llc | 14.46K | Nieuw | $166,701 | 0.0% | New | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 11.07K | Nieuw | $127,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 10.71K | Nieuw | $123,440 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 7.09K | +1.4% | $81,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 2.42K | 0.0% | $27,960 | 0.0% | Held | 3 | SEC ↗ |
| 16 | UBS Group AG | 1.00K | -29.2% | $11,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 264 | Nieuw | $3,044 | 0.0% | New | 1 | SEC ↗ |
| 18 | Simplex Trading, Llc | 172 | -62.5% | $1,983 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $166,701 | 0.0% |
| Hrt Financial Lp | $127,000 | 0.0% |
| Baird Financial Group, Inc. | $123,440 | 0.0% |
| Jones Financial Companies Lllp | $3,044 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.07M | was 0.0% |
| Susquehanna International… | $1.01M | was 0.0% |
| TD Waterhouse Canada Inc. | $354,285 | was 0.0% |
| JPMorgan Chase | $1,808 | 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.