CLSE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities +13.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 4.58M | $156.48M | +4 | −2 |
| Q1 2026 | 15 | +2 | 2.98M | $84.10M | +4 | −2 |
| Q4 2025 | 13 | +1 | 1.68M | $45.99M | +1 | — |
| Q1 2025 | 1 | +1 | 16.95K | $366,398 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 706.55K | +1.5% | $19.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 538.71K | +217.5% | $15.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 422.52K | +70.8% | $11.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 383.51K | +31.2% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 311.09K | +1341.6% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 279.95K | Nieuw | $7.88M | 0.0% | New | 1 | SEC ↗ |
| 7 | Creative Planning | 127.62K | 0.0% | $3.59M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Mariner, LLC | 92.80K | -0.8% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 53.28K | Nieuw | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 37.28K | Nieuw | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.30K | Nieuw | $346,038 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 11.52K | +32.2% | $324,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 11.52K | +32.2% | $324,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.44K | +7.2% | $68,563 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.55K | +368.4% | $43,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.55K | +368.4% | $43,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2 | +100.0% | $57 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Commonwealth Equity Services… | $7.88M | 0.0% |
| Stifel Financial Corp | $1.50M | 0.0% |
| Osaic Holdings, Inc. | $1.05M | 0.0% |
| Susquehanna International… | $346,038 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $496,743 | was 0.0% |
| Northwestern Mutual Wealth… | $9,702 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 7.83M aandelen, $204.22M 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.