CFA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.7% ·
aandelenstroom -1.8% ·
netto nieuwe posities +6.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 ✦ | 614.16K | -1.4% | $60.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 346.38K | -1.5% | $34.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Fifth Third Bancorp | 227.89K | -2.2% | $22.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 206.34K | -3.8% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 199.73K | -0.6% | $19.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 195.82K | -0.2% | $19.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 193.29K | -0.5% | $19.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 122.32K | -0.1% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 118.90K | -1.7% | $11.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 78.78K | +3.1% | $7.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 59.64K | +17.1% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 53.51K | -1.4% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 52.38K | -44.3% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 47.48K | +40.2% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 36.40K | +1.3% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 34.10K | -0.3% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 20.63K | +2.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Allspring Global Investments… | 13.60K | 0.0% | $1.35M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 8.50K | 0.0% | $844,895 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 6.06K | -1.0% | $598,668 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northern Trust Corp | 5.90K | 0.0% | $582,621 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Creative Planning | 4.68K | 0.0% | $461,986 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 3.86K | 0.0% | $381,156 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Fidelity (FMR) ✦ | 3.75K | +19.5% | $370,634 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 3.74K | 0.0% | $369,805 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 3.27K | -9.4% | $323,239 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Sei Investments Co | 2.67K | 0.0% | $263,700 | 0.0% | Held | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.38K | -29.4% | $234,511 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Assetmark, Inc | 300 | Nieuw | $29,640 | 0.0% | New | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 49 | Nieuw | $4,860 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 9 | Nieuw | $889 | 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
| Assetmark, Inc | $29,640 | 0.0% |
| BlackRock | $4,860 | 0.0% |
| Qube Research & Technologies… | $889 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $375,004 | 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.