CHI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +5.4% ·
netto nieuwe posities -3.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.88M | +9.7% | $38.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 2.57M | +8.2% | $34.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 1.55M | +9.7% | $20.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.36M | +0.3% | $18.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 700.77K | +4.0% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 640.13K | -0.5% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Baird Financial Group, Inc. | 613.86K | +3.8% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 563.69K | -0.2% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 288.92K | -4.2% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 259.05K | +15.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 222.05K | +1.0% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 183.54K | -1.6% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 154.32K | -0.8% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Focus Partners Wealth | 141.78K | -1.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 99.90K | +26.1% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 76.36K | -10.0% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Sei Investments Co | 62.80K | -4.4% | $844,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 50.60K | -8.5% | $680,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northern Trust Corp | 46.78K | -12.8% | $628,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 38.87K | +8.2% | $521,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mariner, LLC | 28.09K | +20.0% | $377,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $357,370 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 23 | HighTower Advisors, LLC | 23.81K | +4.4% | $320,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.65K | +0.9% | $291,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 19.98K | +29.8% | $268,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 15.73K | Nieuw | $211,384 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 9.47K | +330.9% | $127,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 8.40K | Nieuw | $109,032 | 0.0% | New | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 1.67K | +593.8% | $22,472 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cerity Partners LLC | $211,384 | 0.0% |
| Jones Financial Companies Lllp | $109,032 | 0.0% |
Verlaten
| Susquehanna International… | $213,715 | was 0.0% |
| Jane Street Group, Llc | $207,486 | was 0.0% |
| Creative Planning | $118,172 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 133 houders, 17.93M aandelen, $187.88M 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.
Open-market aankopen (P)
10% owner · 48.00K aand @ 25.00 · $1.20M
10% owner · 109.00K aand @ 25.00 · $2.73M
10% owner · 112.00K aand @ 25.00 · $2.80M
10% owner · 60.00K aand @ 25.00 · $1.50M
10% owner · 16.00K aand @ 25.00 · $400,000
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie