ZEO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom +7.2% ·
netto nieuwe posities -5.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +2 | 2.63M | $624,332 | +3 | −1 |
| Q1 2026 | 18 | -1 | 2.50M | $477,584 | +1 | −2 |
| Q4 2025 | 19 | -1 | 2.42M | $729,151 | — | −1 |
| Q3 2025 | 11 | +2 | 1.56M | $621,189 | +2 | — |
| Q2 2025 | 6 | -1 | 1.47M | $1.75M | — | −1 |
| Q1 2025 | 5 | +2 | 1.01M | $245,844 | +2 | — |
| Q4 2024 | 3 | 0 | 962.39K | $357,926 | — | — |
| Q3 2024 | 3 | -1 | 917.20K | $99,210 | — | −1 |
| Q2 2024 | 4 | — | 921.51K | $133,063 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 398.16K | +57.6% | $433,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 398.16K | +57.6% | $433,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 93.24K | +3.0% | $101,699 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 93.24K | +3.0% | $101,699 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 40.16K | +284.0% | $43,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 40.16K | +284.0% | $43,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passief) | 38.90K | 0.0% | $42,401 | 0.0% | Held | 4 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 760.00K | 0.0% | $27,056 | 0.0% | Held | 7 | SEC ↗ |
| 9 | Creative Planning | 17.28K | — | $18,833 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Toronto Dominion Bank | 515.61K | — | $18,562 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 10.44K | — | $11,382 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 256.88K | 0.0% | $9,145 | 0.0% | Held | 2 | SEC ↗ |
| 13 | LMR Partners LLP | 150.00K | — | $5,340 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 125.00K | 0.0% | $4,450 | 0.0% | Held | 7 | SEC ↗ |
| 15 | UBS Group AG | 3.28K | — | $3,573 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 3.28K | — | $3,573 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.76K | -32.4% | $3,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Group One Trading Llc | 2.24K | — | $2,443 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.61K | -50.0% | $1,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.61K | -50.0% | $1,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.61K | -50.0% | $1,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.61K | -50.0% | $1,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 1.49K | — | $1,618 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 1.49K | — | $1,618 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 100 | +56.2% | $109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8 | — | $8 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 83 | — | $0 | 0.0% | n/c | 1 | 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
| Renaissance Technologies | $18,584 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 31 houders, 1.99M aandelen, $1.14M 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.