ECON
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -5.2% ·
netto nieuwe posities -5.6%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 8.59M | $311.54M | +2 | −3 |
| Q1 2026 | 19 | +3 | 9.06M | $260.52M | +5 | −2 |
| Q4 2025 | 15 | -1 | 7.69M | $210.06M | — | −1 |
| Q3 2025 | 3 | 0 | 167.88K | $4.45M | +1 | −1 |
| Q2 2025 | 1 | 0 | 17.11K | $410,133 | — | — |
| Q1 2025 | 1 | 0 | 118.44K | $2.58M | — | — |
| Q4 2024 | 1 | +1 | 31.19K | $647,103 | +1 | — |
| Q2 2024 | 1 | — | 41.11K | $859,101 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 4.77M | +0.1% | $172.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 4.77M | +0.1% | $172.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 4.77M | +0.1% | $172.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 3.02M | -10.9% | $109.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 453.48K | +0.3% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 453.48K | +0.3% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 453.48K | +0.3% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 264.12K | -7.5% | $9.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 264.12K | -7.5% | $9.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 264.12K | -7.5% | $9.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.74K | -0.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | CIBC Bancorp USA Inc. | 26.43K | -3.4% | $958,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 7.86K | -16.3% | $285,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 6.96K | -10.4% | $252,438 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 5.63K | Nieuw | $203,980 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.64K | +85.1% | $94,636 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.23K | +143.0% | $80,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.19K | +38.0% | $43,046 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 599 | +731.9% | $19,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 392 | Nieuw | $14,210 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 167 | -56.4% | $6,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 120 | 0.0% | $4,384 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 112 | 0.0% | $4,055 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 17 | 0.0% | $616 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $203,980 | 0.0% |
| Northwestern Mutual Wealth… | $14,210 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.38M | was 0.0% |
| Citadel Advisors | $760,863 | was 0.0% |
| Jane Street Group, Llc | $428,887 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 9.14M aandelen, $262.16M 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.