CARY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities -18.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -4 | 34.22M | $711.02M | +2 | −6 |
| Q1 2026 | 26 | +4 | 23.36M | $514.79M | +6 | −2 |
| Q4 2025 | 22 | +2 | 17.52M | $364.89M | +2 | — |
| Q3 2025 | 2 | -1 | 3.20M | $66.86M | — | −1 |
| Q2 2025 | 2 | 0 | 18.59K | $386,582 | — | — |
| Q1 2025 | 1 | 0 | 40.79K | $846,738 | — | — |
| Q4 2024 | 1 | 0 | 21.41K | $440,811 | — | — |
| Q3 2024 | 1 | +1 | 18.50K | $392,057 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.99M | +81.6% | $186.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.99M | +81.6% | $186.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.16M | +43.8% | $169.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.16M | +43.8% | $169.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.51M | +25.8% | $114.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 5.51M | +25.8% | $114.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 3.21M | +33.5% | $66.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 3.21M | +33.5% | $66.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.48M | +12.2% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.48M | +12.2% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.48M | +12.2% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 1.47M | +146570.0% | $30.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.21M | +2.4% | $25.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.21M | +2.4% | $25.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.21M | +2.4% | $25.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 1.11M | +103.7% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 937.68K | -1.0% | $19.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 937.68K | -1.0% | $19.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 937.68K | -1.0% | $19.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 596.60K | +18.2% | $12.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 565.20K | +30.9% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 552.85K | +1.7% | $11.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 122.95K | +11.5% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 109.84K | +9.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 95.97K | Nieuw | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 40.07K | +15.0% | $832,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 23.52K | +13.8% | $488,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 19.38K | +83.1% | $402,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 15.14K | +7.3% | $314,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 301 | -34.3% | $6,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 91 | Nieuw | $1,891 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 131 | +4.0% | $272 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Gotham Asset Management | $1.99M | 0.0% |
| Northwestern Mutual Wealth… | $1,891 | 0.0% |
Verlaten
| Citadel Advisors | $2.63M | was 0.0% |
| Jane Street Group, Llc | $444,852 | was 0.0% |
| Goldman Sachs Group | $398,944 | was 0.0% |
| Susquehanna International… | $322,271 | was 0.0% |
| JPMorgan Chase | $1,620 | was 0.0% |
| Assetmark, Inc | $1,018 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.