CFA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +7.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.50K | $828,941 | n/a | n/a |
| Q2 2026 | 31 | +3 | 2.67M | $263.44M | +3 | −1 |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | n/a | n/a |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | n/a | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | n/a | n/a |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | n/a | n/a |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | n/a | n/a |
| Q2 2024 | 1 | n/a | 41.79K | $3.32M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 623.09K | -2.6% | $57.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 351.57K | -3.5% | $32.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Fifth Third Bancorp | 232.94K | +135328.5% | $21.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 214.52K | +0.4% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 200.92K | -3.5% | $18.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 196.24K | -18.5% | $17.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 194.27K | +16.1% | $17.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 122.42K | +1.6% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 120.91K | +3.0% | $11.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 93.98K | -1.7% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 76.41K | +4.0% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 54.27K | +2.7% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 50.95K | +9.2% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 35.94K | -5.6% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 34.22K | -5.8% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 33.86K | +86.5% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 20.17K | +0.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Allspring Global Investments… | 13.60K | 0.0% | $1.25M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 8.50K | Nieuw | $782,380 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 6.12K | +0.1% | $559,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northern Trust Corp | 5.90K | 0.0% | $539,452 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Creative Planning | 4.68K | 0.0% | $427,756 | 0.0% | Held | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 4.10K | -12.3% | $375,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 3.86K | 0.0% | $352,836 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Pnc Financial Services Group, Inc. | 3.74K | 0.0% | $342,406 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 3.61K | -5.1% | $330,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 3.37K | +59.8% | $302,517 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Fidelity (FMR) ✦ | 3.14K | +81.5% | $287,097 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Sei Investments Co | 2.67K | 0.0% | $244,160 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cwm, Llc | 963 | 0.0% | $88,094 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $782,380 | 0.0% |
Verlaten
| Citadel Advisors | $1.76M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 3.42M aandelen, $304.65M 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.