AIO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +8.2% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.10M | +1.6% | $30.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 869.83K | +6.3% | $24.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 616.77K | -3.5% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 452.67K | +4.7% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 380.28K | +0.6% | $10.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 354.98K | -2.5% | $9.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Allspring Global Investments… | 222.39K | Nieuw | $6.24M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 160.04K | +17.9% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 117.08K | +11.1% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 82.79K | +4.6% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | First Trust Advisors Lp | 50.56K | -0.9% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 23.42K | +12.8% | $657,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 21.84K | +9.8% | $586,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 17.91K | +1.8% | $502,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 17.58K | -21.4% | $493,615 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 15.72K | -40.9% | $441,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 14.22K | +19.7% | $399,155 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 10.85K | Nieuw | $304,560 | 0.0% | New | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 10.82K | Nieuw | $303,662 | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 9.31K | Nieuw | $261,464 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 9.22K | -7.2% | $258,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 8.25K | Nieuw | $231,578 | 0.0% | New | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 8.00K | Nieuw | $224,519 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 7.19K | 0.0% | $201,823 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 3.92K | +57.0% | $110,175 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 3.48K | -12.4% | $97,711 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 2.69K | -19.1% | $75,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.00K | Nieuw | $28,070 | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 828 | 0.0% | $23,242 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 580 | Nieuw | $16,281 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Allspring Global Investments… | $6.24M | 0.0% |
| Mariner, LLC | $304,560 | 0.0% |
| Focus Partners Wealth | $303,662 | 0.0% |
| HighTower Advisors, LLC | $261,464 | 0.0% |
| AQR Capital Management | $231,578 | 0.0% |
| Envestnet Asset Management Inc | $224,519 | 0.0% |
| Us Bancorp \De\ | $28,070 | 0.0% |
| Assetmark, Inc | $16,281 | 0.0% |
Verlaten
| Susquehanna International… | $282,676 | was 0.0% |
| Fidelity (FMR) | $43 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 6.44M aandelen, $135.74M 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.