ASG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.6% ·
aandelenstroom -10.3% ·
netto nieuwe posities -15.8%
— 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 | 20 | +3 | 2.19M | $11.97M | +4 | −2 |
| Q1 2026 | 19 | -3 | 2.13M | $10.12M | +1 | −4 |
| Q4 2025 | 22 | -1 | 2.38M | $12.61M | — | −1 |
| Q3 2025 | 3 | +1 | 334.76K | $1.86M | +1 | — |
| Q2 2025 | 1 | 0 | 299.96K | $1.64M | +1 | −1 |
| Q1 2025 | 1 | 0 | 39.12K | $191,297 | +1 | −1 |
| Q4 2024 | 1 | +1 | 23.29K | $131,566 | +1 | — |
| Q2 2024 | 2 | — | 65.37K | $349,087 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 897.73K | -8.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 331.52K | -16.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 331.52K | -16.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 162.45K | -21.5% | $771,647 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 129.23K | +23.3% | $613,837 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 129.23K | +23.3% | $613,837 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 129.23K | +23.3% | $613,837 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 129.23K | +23.3% | $613,837 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 110.88K | +21.9% | $526,666 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 74.84K | +24.8% | $355,471 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 65.17K | +16.7% | $309,558 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 66.20K | +4.8% | $307,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 55.45K | +66.5% | $263,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 55.45K | +66.5% | $263,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 54.33K | +4.3% | $258,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 54.33K | +4.3% | $258,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 54.33K | +4.3% | $258,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 53.72K | -38.7% | $255,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 30.08K | -25.2% | $142,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 30.08K | -25.2% | $142,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 27.42K | -30.9% | $130,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 21.99K | +0.4% | $104,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 18.71K | +2.3% | $88,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 17.01K | -16.6% | $80,796 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 11.44K | Nieuw | $54,359 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.44K | +82.5% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 4.44K | +82.5% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 12 | -57.1% | $55 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $54,359 | 0.0% |
Verlaten
| Jane Street Group, Llc | $345,179 | was 0.0% |
| Nomura Holdings Inc | $92,750 | was 0.0% |
| Wealth Enhancement Advisory… | $78,869 | was 0.0% |
| Northwestern Mutual Wealth… | $10,828 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 13.14M aandelen, $63.19M 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.