EFR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +18.2% ·
netto nieuwe posities +10.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +3 | 4.55M | $48.26M | +4 | −1 |
| Q1 2026 | 28 | 0 | 4.00M | $42.13M | +2 | −2 |
| Q4 2025 | 28 | +2 | 3.94M | $43.94M | +2 | — |
| Q3 2025 | 1 | — | 1.04M | $11.93M | — | — |
| Q4 2024 | 1 | +1 | 27.51K | $352,154 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 593.27K | +4.7% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 593.27K | +4.7% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Invesco Ltd. | 569.24K | +1.6% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 569.24K | +1.6% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Loomis Sayles & Co L P | 479.83K | +38.4% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Loomis Sayles & Co L P | 479.83K | +38.4% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 468.93K | -2.7% | $4.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 468.68K | -6.1% | $4.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 468.68K | -6.1% | $4.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 445.79K | +157.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 445.79K | +157.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 309.86K | +23.3% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 220.39K | -1.1% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 202.77K | +10.2% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 175.01K | +19.9% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 151.16K | +60.2% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 151.16K | +60.2% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 132.56K | +642.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 81.75K | 0.0% | $866,571 | 0.0% | Held | 3 | SEC ↗ |
| 20 | UBS Group AG | 42.01K | -7.1% | $445,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 42.01K | -7.1% | $445,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 42.01K | -7.1% | $445,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 39.01K | +50.9% | $413,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 32.05K | -1.8% | $339,733 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 32.05K | -1.8% | $339,733 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Nomura Holdings Inc | 20.00K | +97.0% | $212,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 18.96K | +32.6% | $201,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 18.17K | +32.4% | $191,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 14.38K | -8.9% | $152,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 14.23K | -4.2% | $150,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 13.67K | +0.1% | $145,295 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 13.41K | Nieuw | $142,112 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 12.77K | +7.4% | $135,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 12.52K | Nieuw | $132,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.50K | 0.0% | $15,900 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 1.19K | +2.1% | $12,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 225 | 0.0% | $2,385 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 64 | Nieuw | $678 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 0 | Nieuw | $5 | 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
| Mml Investors Services, Llc | $142,112 | 0.0% |
| Hrt Financial Lp | $132,000 | 0.0% |
| Assetmark, Inc | $678 | 0.0% |
| JPMorgan Chase | $5 | 0.0% |
Verlaten
| Jane Street Group, Llc | $272,206 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 11.13M aandelen, $109.88M 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.