ZALT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -29.4% ·
aandelenstroom -4.7% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -5 | 4.43M | $149.96M | — | −5 |
| Q1 2026 | 17 | +2 | 4.65M | $150.86M | +4 | −2 |
| Q4 2025 | 15 | +2 | 4.33M | $140.95M | +2 | — |
| Q3 2025 | 1 | -1 | 224 | $7,141 | — | −1 |
| Q2 2025 | 1 | 0 | 6.81K | $209,810 | — | — |
| Q1 2025 | 1 | 0 | 9.45K | $281,207 | — | — |
| Q4 2024 | 1 | +1 | 14.75K | $438,841 | +1 | — |
| Q2 2024 | 1 | — | 15.26K | $432,593 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 1.58M | +21.5% | $53.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.58M | +21.5% | $53.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.58M | +21.5% | $53.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 787.69K | +3.2% | $26.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 685.46K | -2.6% | $23.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 685.46K | -2.6% | $23.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 381.13K | +3.0% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 270.81K | +12.6% | $9.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 250.62K | -17.2% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 246.81K | +6.1% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 184.06K | +6.1% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 36.60K | -10.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS AM, a distinct business unit of… | 422 | 0.0% | $14,293 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 37 | -90.8% | $1,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2 | -99.9% | $83 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2 | -99.9% | $83 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Susquehanna International… | $14.23M | was 0.0% |
| Jane Street Group, Llc | $1.63M | was 0.0% |
| Goldman Sachs Group | $465,022 | was 0.0% |
| Citadel Advisors | $374,718 | was 0.0% |
| Morgan Stanley | $7,271 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 101 houders, 19.85M aandelen, $615.19M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.