EDD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.1% ·
aandelenstroom +3.3% ·
netto nieuwe posities +17.4%
— 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 | 21 | -2 | 10.33M | $60.75M | +3 | −5 |
| Q1 2026 | 23 | +4 | 10.43M | $52.87M | +5 | −1 |
| Q4 2025 | 19 | 0 | 10.10M | $54.82M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.04M | $16.37M | +1 | — |
| Q2 2025 | 1 | 0 | 11.27K | $57,682 | +1 | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $64,550 | +1 | −1 |
| Q4 2024 | 1 | +1 | 96.15K | $436,521 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.68M | -12.6% | $13.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.68M | -12.6% | $13.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.68M | -12.6% | $13.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.68M | -12.6% | $13.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.86M | +30.2% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.86M | +30.2% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.81M | -0.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.81M | -0.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 1.12M | -7.1% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 1.12M | -7.1% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 747.47K | +9.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 747.47K | +9.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 469.59K | +0.2% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 469.59K | +0.2% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 380.24K | Nieuw | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 256.64K | +10.6% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 250.46K | +6.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 233.45K | +11.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 233.45K | +11.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 198.03K | +8.5% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 189.14K | +4.1% | $959,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 189.14K | +4.1% | $959,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 52.06K | -34.5% | $263,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 40.92K | -48.9% | $207,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 33.98K | -69.8% | $172,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 29.50K | Nieuw | $149,562 | 0.0% | New | 1 | SEC ↗ |
| 27 | Nomura Holdings Inc | 25.00K | Nieuw | $126,750 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 18.02K | +24.1% | $91,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 17.98K | +21.6% | $91,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 17.98K | +21.6% | $91,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 11.44K | Nieuw | $58,006 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.10K | 0.0% | $20,828 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 2.26K | +13.0% | $11,458 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 313 | Nieuw | $1,587 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Envestnet Asset Management Inc | $1.93M | 0.0% |
| Fifth Third Bancorp | $149,562 | 0.0% |
| Nomura Holdings Inc | $126,750 | 0.0% |
| Goldman Sachs Group | $58,006 | 0.0% |
| BlackRock | $1,587 | 0.0% |
Verlaten
| Millennium Management | $437,006 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 23.17M aandelen, $117.56M 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.