ARDC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -8.0% ·
netto nieuwe posities -5.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -2 | 3.55M | $44.88M | +3 | −5 |
| Q1 2026 | 20 | -1 | 3.02M | $36.72M | +4 | −5 |
| Q4 2025 | 21 | 0 | 3.28M | $43.67M | — | — |
| Q3 2025 | 1 | — | 483.52K | $6.80M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.59M | -4.3% | $19.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.59M | -4.3% | $19.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.59M | -4.3% | $19.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 508.88K | +2.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 508.88K | +2.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 508.88K | +2.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 508.88K | +2.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 335.67K | -1.3% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 130.66K | +90.0% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 130.66K | +90.0% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Balyasny Asset Management L.P. | 115.08K | +4.8% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 81.12K | -38.6% | $986,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 81.12K | -38.6% | $986,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 49.33K | -5.6% | $600,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 48.79K | +19.8% | $593,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 40.30K | -77.9% | $490,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 31.35K | -38.6% | $381,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 21.56K | -60.0% | $262,133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 20.81K | -18.9% | $253,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 13.00K | Nieuw | $158,080 | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 11.86K | Nieuw | $144,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Nomura Holdings Inc | 10.00K | Nieuw | $121,600 | 0.0% | New | 1 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 10.00K | 0.0% | $121,600 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.80K | 0.0% | $21,888 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 842 | 0.0% | $10,239 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 194 | -27.6% | $2,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 13 | Nieuw | $158 | 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
| Focus Partners Wealth | $158,080 | 0.0% |
| Hrt Financial Lp | $144,000 | 0.0% |
| Nomura Holdings Inc | $121,600 | 0.0% |
| Pnc Financial Services Group… | $158 | 0.0% |
Verlaten
| Jane Street Group, Llc | $611,149 | was 0.0% |
| Susquehanna International… | $145,702 | was 0.0% |
| Northwestern Mutual Wealth… | $27,039 | was 0.0% |
| Cwm, Llc | $6,000 | was 0.0% |
| Assetmark, Inc | $93 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 65 houders, 8.38M aandelen, $90.45M 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.