CLOI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom -14.9% ·
netto nieuwe posities +8.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 19.89K | $1.05M | n/a | −1 |
| Q2 2026 | 27 | +5 | 3.91M | $206.96M | +5 | −1 |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | n/a | n/a |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | n/a | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | n/a | n/a |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | n/a |
| Q2 2024 | 1 | n/a | 68.84K | $3.64M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.79M | -11.7% | $94.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 250.90K | +48.3% | $13.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 185.87K | -4.3% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 161.11K | +117.5% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 137.37K | +5.8% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 111.57K | -65.2% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 94.28K | -6.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 88.93K | -5.5% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 65.21K | +71.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Citadel Advisors ✦ | 42.39K | Nieuw | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 28.13K | Nieuw | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 22.42K | -25.6% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 13.67K | -34.4% | $717,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 9.70K | -30.8% | $511,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 7.35K | -40.6% | $387,345 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Raymond James Financial Inc | 6.92K | Nieuw | $364,684 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2.60K | +269.1% | $137,133 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Assetmark, Inc | 1.81K | -32.5% | $95,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 1.23K | +366.9% | $64,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 732 | Nieuw | $38,548 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Fifth Third Bancorp | 612 | Nieuw | $32,252 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 247 | +10.3% | $13,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 54 | Nieuw | $2,846 | 0.0% | New | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 1 | Nieuw | $53 | 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
| Citadel Advisors | $2.23M | 0.0% |
| Susquehanna International… | $1.48M | 0.0% |
| Raymond James Financial Inc | $364,684 | 0.0% |
| JPMorgan Chase | $38,548 | 0.0% |
| Fifth Third Bancorp | $32,252 | 0.0% |
| BlackRock | $2,846 | 0.0% |
| Russell Investments Group… | $53 | 0.0% |
Verlaten
| Goldman Sachs Group | $14.27M | was 0.0% |
| Jane Street Group, Llc | $2.29M | was 0.0% |
| Quantinno Capital Management… | $359,900 | was 0.0% |
| Bank Of America Corp /De/ | $11,513 | was 0.0% |
| Pnc Financial Services Group… | $5,915 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 165 houders, 14.60M aandelen, $756.64M 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.