ZOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.4% · netto nieuwe posities 0.0% · formule
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 | 15.57K | $440,269 | +1 | n/a |
| Q2 2026 | 14 | +1 | 1.05M | $29.04M | +2 | −2 |
| Q1 2026 | 15 | 0 | 1.41M | $37.83M | +1 | −1 |
| Q4 2025 | 15 | 0 | 1.46M | $39.31M | +1 | −1 |
| Q3 2025 | 1 | 0 | 16.36K | $434,875 | n/a | n/a |
| Q2 2025 | 1 | 0 | 8.80K | $228,693 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.34K | $285,234 | n/a | n/a |
| Q4 2024 | 1 | +1 | 12.57K | $317,468 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 854.11K | -7.4% | $22.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 177.98K | -8.8% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 95.96K | -2.7% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 75.23K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 52.74K | +166.0% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 48.98K | +22.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Captrust Financial Advisors | 23.90K | 0.0% | $639,277 | 0.0% | Held | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 21.29K | 0.0% | $569,438 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 19.30K | +7.4% | $516,103 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 14.27K | -28.7% | $381,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 12.45K | 0.0% | $332,906 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 8.87K | Nieuw | $237,282 | 0.0% | New | 1 | SEC ↗ |
| 13 | Barclays Plc | 8.56K | +285.0% | $228,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 593 | +36.0% | $15,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 187 | 0.0% | $5,002 | 0.0% | Held | 2 | 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 | $237,282 | 0.0% |
Verlaten
| Goldman Sachs Group | $404,656 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 2.67M aandelen, $68.66M 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.