CMDY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +8.7%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.65M | $98.25M | n/a | n/a |
| Q2 2026 | 23 | +2 | 3.59M | $197.60M | +4 | −3 |
| Q1 2026 | 23 | +2 | 3.18M | $188.42M | +4 | −2 |
| Q4 2025 | 21 | 0 | 1.82M | $88.86M | n/a | n/a |
| Q3 2025 | 3 | 0 | 256.54K | $13.49M | n/a | n/a |
| Q2 2025 | 1 | n/a | 82 | $4,150 | n/a | n/a |
| Q4 2024 | 1 | +1 | 19.39K | $922,548 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | 1.13M | +257.8% | $66.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 863.86K | +117.1% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 434.39K | +2.4% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 161.82K | +6.8% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 137.13K | 0.0% | $8.18M | 0.0% | Held | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 131.88K | +20.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 130.25K | -19.1% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 71.30K | +22.1% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 47.25K | Nieuw | $2.81M | 0.0% | New | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 20.13K | +2.9% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 14.04K | +109.8% | $834,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 11.13K | +30.7% | $661,492 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 8.62K | -11.4% | $512,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 6.96K | +2.4% | $413,861 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 6.58K | Nieuw | $390,776 | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 5.20K | 0.0% | $309,230 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.45K | -8.8% | $86,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 267 | Nieuw | $15,865 | 0.0% | New | 1 | SEC ↗ |
| 19 | Simplex Trading, Llc | 86 | +168.8% | $5,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 62 | 0.0% | $3,684 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 48 | 0.0% | $3,000 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 41 | Nieuw | $2,436 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5 | -99.3% | $310 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.81M | 0.0% |
| HighTower Advisors, LLC | $390,776 | 0.0% |
| UBS Group AG | $15,865 | 0.0% |
| Assetmark, Inc | $2,436 | 0.0% |
Verlaten
| Us Bancorp \De\ | $450,495 | was 0.0% |
| Wells Fargo & Company/Mn | $4,339 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 4.47M aandelen, $258.29M 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.