EAD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.9% ·
aandelenstroom +2.3% ·
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 | Morgan Stanley ✦ | 3.93M | -0.8% | $25.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Invesco Ltd. | 1.04M | +8.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 393.98K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 385.98K | +11.2% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 224.08K | +63.4% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Brown Advisory Inc | 204.65K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 117.23K | -51.5% | $759,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 100.93K | -1.1% | $654,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 87.99K | -0.4% | $570,186 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 84.41K | -4.0% | $546,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 77.37K | +399.9% | $501,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 72.17K | +3.0% | $468,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 66.78K | +2.2% | $436,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 64.11K | -4.0% | $415,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 28.07K | -42.2% | $181,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 22.58K | -4.1% | $146,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Nomura Holdings Inc | 21.34K | Nieuw | $138,251 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 20.14K | -5.9% | $130,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 18.93K | -7.7% | $119,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 13.15K | 0.0% | $85,186 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.03K | Nieuw | $84,428 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 11.90K | -24.7% | $77,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 11.37K | Nieuw | $73,645 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 5.67K | +7.3% | $36,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.48K | +1.7% | $29,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 3.00K | Nieuw | $19,590 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.34K | Nieuw | $8,677 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 1.12K | Nieuw | $7,251 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 631 | 0.0% | $4,089 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 409 | 0.0% | $2,650 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 144 | Nieuw | $906 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 9 | 0.0% | $58 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 0 | -100.0% | $1 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Nomura Holdings Inc | $138,251 | 0.0% |
| Citadel Advisors | $84,428 | 0.0% |
| Susquehanna International… | $73,645 | 0.0% |
| TD Waterhouse Canada Inc. | $19,590 | 0.0% |
| Fifth Third Bancorp | $8,677 | 0.0% |
| BlackRock | $7,251 | 0.0% |
| Jones Financial Companies Lllp | $906 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 93 houders, 16.40M aandelen, $85.94M 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.