EFSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom -7.1% ·
netto nieuwe posities +5.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Wellington Management ✦ | 280.40K | -12.2% | $9.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 243.74K | n/a | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Alliancebernstein L.P. | 103.72K | -15.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 103.21K | -2.5% | $3.61M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 84.61K | -0.5% | $2.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Northern Trust Corp | 33.84K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 9 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 19.73K | Nieuw | $690,295 | 0.0% | New | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 16.41K | -11.2% | $574,127 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 14.82K | -5.2% | $518,506 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Barclays Plc | 12.65K | -32.4% | $442,392 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Charles Schwab Investment… | 12.55K | -9.9% | $438,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Commonwealth Equity Services, Llc | 11.02K | 0.0% | $385,340 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 10.37K | +11.7% | $362,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 9.40K | -87.1% | $328,777 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Millennium Management ✦ | 7.88K | +26.1% | $275,747 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Marshall Wace ✦ | 7.74K | Nieuw | $270,815 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 7.42K | +46.6% | $259,482 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 7.36K | -31.7% | $257,417 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 7.36K | Nieuw | $257,313 | 0.0% | New | 1 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 4.08K | +73.5% | $142,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rhumbline Advisers | 3.31K | -1.6% | $115,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | New York State Common Retirement… | 2.40K | 0.0% | $83,952 | 0.0% | Held | 2 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.23K | +6.3% | $78,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.91K | -18.2% | $65,559 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Bnp Paribas Financial Markets | 861 | 0.0% | $30,118 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cwm, Llc | 809 | -27.6% | $28,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 796 | +7.9% | $27,844 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Legal & General Group Plc | 415 | 0.0% | $14,517 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 334 | -23.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | California State Teachers… | 248 | -11.7% | $8,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citigroup Inc | 214 | +105.8% | $7,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | UBS AM, a distinct business unit of… | 172 | +57.8% | $6,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 109 | -59.8% | $3,813 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 13 | +160.0% | $455 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $690,295 | 0.0% |
| Marshall Wace | $270,815 | 0.0% |
| Mariner, LLC | $257,313 | 0.0% |
Verlaten
| Nuveen, LLC | $238,730 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 2.43M aandelen, $85.21M 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.