CARY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +10.1% ·
netto nieuwe posities +9.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -4 | 34.18M | $710.19M | +2 | −7 |
| Q1 2026 | 26 | +4 | 23.36M | $514.79M | +6 | −2 |
| Q4 2025 | 22 | +2 | 17.52M | $364.89M | +2 | n/a |
| Q3 2025 | 2 | -1 | 3.20M | $66.86M | n/a | −1 |
| Q2 2025 | 2 | 0 | 18.59K | $386,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 40.79K | $846,738 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.41K | $440,811 | n/a | n/a |
| Q3 2024 | 1 | +1 | 18.50K | $392,057 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.79M | +49.9% | $99.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.92M | n/a | $81.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 2.17M | n/a | $45.28M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 1.42M | n/a | $29.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.09M | n/a | $22.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 1.05M | n/a | $21.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank of New York Mellon Corp | 962.87K | n/a | $20.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Baird Financial Group, Inc. | 552.27K | n/a | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 482.35K | n/a | $10.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 434.32K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 327.08K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 99.61K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 95.40K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 55.82K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 30.92K | n/a | $643,852 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 14.95K | Nieuw | $311,383 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 9.78K | n/a | $203,610 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.77K | n/a | $99,273 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.29K | Nieuw | $26,962 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 241 | n/a | $5,019 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 49 | n/a | $1,020 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 119 | -4.8% | $247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $311,383 | 0.0% |
| JPMorgan Chase | $26,962 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 37.83M aandelen, $804.08M 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.