EDOW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +18.5%
· 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 | 6.59K | $295,246 | n/a | n/a |
| Q2 2026 | 26 | -1 | 3.33M | $146.64M | +1 | −2 |
| Q1 2026 | 27 | +5 | 3.97M | $161.24M | +5 | n/a |
| Q4 2025 | 22 | -1 | 2.58M | $106.56M | n/a | −1 |
| Q3 2025 | 6 | +1 | 835.81K | $33.38M | +1 | n/a |
| Q2 2025 | 2 | -1 | 1.19K | $45,648 | n/a | −1 |
| Q1 2025 | 1 | 0 | 12.48K | $452,183 | n/a | n/a |
| Q4 2024 | 1 | 0 | 30.14K | $1.09M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.63K | $202,691 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.53M | +96.9% | $61.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.21M | +11.2% | $49.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 229.07K | +141302.5% | $9.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 204.01K | +1.2% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 123.27K | +93.2% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 121.43K | -21.8% | $4.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS AM, a distinct business unit of… | 119.17K | Nieuw | $4.83M | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 103.54K | +269.3% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 82.28K | +46.5% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 57.84K | -15.3% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 37.99K | Nieuw | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 26.33K | +0.8% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 23.40K | +51.6% | $949,471 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 21.15K | Nieuw | $857,989 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 18.95K | +13.6% | $768,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 18.45K | +28.0% | $748,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 12.01K | +69.4% | $488,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 9.48K | 0.0% | $384,651 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.03K | -80.8% | $285,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 6.89K | -18.6% | $279,017 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 5.37K | Nieuw | $217,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.74K | +69.8% | $109,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.00K | Nieuw | $40,571 | 0.0% | New | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 1.00K | 0.0% | $40,571 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 848 | +2.7% | $34,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 280 | -82.8% | $11,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 209 | +1.0% | $8,487 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $4.83M | 0.0% |
| Jane Street Group, Llc | $1.54M | 0.0% |
| Citadel Advisors | $857,989 | 0.0% |
| Hrt Financial Lp | $217,000 | 0.0% |
| Wells Fargo & Company/Mn | $40,571 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 5.68M aandelen, $222.87M 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.