CVIE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +27.8% ·
aandelenstroom +24.6% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 790.05K | +4.5% | $57.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 368.71K | -0.1% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 200.00K | +222.5% | $14.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.72K | +306.8% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 88.88K | -25.8% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 84.96K | +87.5% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 75.79K | +645.1% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 51.47K | +16.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 27.19K | +84.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 19.20K | Nieuw | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 11 | Creative Planning | 17.86K | +20.3% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 14.36K | +11.7% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 12.44K | -10.2% | $904,294 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 9.37K | -6.0% | $681,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 7.38K | -18.5% | $536,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 7.14K | Nieuw | $519,224 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 4.85K | +46.0% | $352,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 4.66K | Nieuw | $338,808 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 3.70K | +20.6% | $268,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 367 | Nieuw | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 288 | +238.8% | $20,952 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 121 | Nieuw | $8,795 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 26 | Nieuw | $1,822 | 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
| Goldman Sachs Group | $1.40M | 0.0% |
| Stifel Financial Corp | $519,224 | 0.0% |
| LPL Financial LLC | $338,808 | 0.0% |
| Royal Bank Of Canada | $27,000 | 0.0% |
| Fifth Third Bancorp | $8,795 | 0.0% |
| JPMorgan Chase | $1,822 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $28,164 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 4.01M aandelen, $286.24M 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.