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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.28M | -0.7% | $46.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 783.36K | +3.1% | $28.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Invesco Ltd. | 408.61K | -19.2% | $14.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 388.21K | +4.6% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 280.06K | +23.3% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 274.66K | -8.7% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 273.37K | -1.6% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Osaic Holdings, Inc. | 140.14K | -7.8% | $5.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 100.33K | +8.6% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 84.11K | +5.6% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 60.20K | -1.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 57.87K | +2.3% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 39.52K | +2.5% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 33.23K | +14.0% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 30.22K | +14.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 29.19K | +13.2% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 21.18K | 0.0% | $770,038 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 10.21K | -55.7% | $371,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 9.94K | -0.8% | $361,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 8.24K | Nieuw | $299,546 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 7.36K | -5.8% | $267,573 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 7.13K | +12.8% | $259,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 6.68K | 0.0% | $242,673 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 5.90K | -52.6% | $214,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 5.67K | +0.5% | $206,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.10K | -6.6% | $185,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 3.33K | +0.3% | $121,135 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.15K | Nieuw | $78,080 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.39K | -67.0% | $48,964 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 644 | Nieuw | $22,643 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mercer Global Advisors Inc… | $299,546 | 0.0% |
| Fifth Third Bancorp | $78,080 | 0.0% |
| Jones Financial Companies Lllp | $22,643 | 0.0% |
Verlaten
| Two Sigma Investments | $1.50M | was 0.0% |
| Goldman Sachs Group | $249,199 | was 0.0% |
| Brown Advisory Inc | $208,213 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 7.27M aandelen, $251.09M 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.