EINC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 212.39K | $25.32M | +2 | −2 |
| Q1 2026 | 16 | +1 | 207.55K | $24.45M | +4 | −3 |
| Q4 2025 | 15 | -1 | 207.42K | $19.96M | n/a | −1 |
| Q3 2025 | 4 | +2 | 18.61K | $1.85M | +2 | n/a |
| Q2 2025 | 1 | -1 | 15 | $1,480 | n/a | −1 |
| Q1 2025 | 1 | +1 | 3.50K | $349,919 | +1 | n/a |
| Q2 2024 | 1 | n/a | 5.79K | $460,713 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 78.88K | -8.7% | $9.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 76.45K | +13.8% | $9.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealthfront Advisers LLC | 14.76K | +4.1% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 13.20K | +4.0% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 11.73K | +124.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 6.26K | 0.0% | $746,301 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 3.48K | +79.3% | $415,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 2.84K | +6.2% | $338,679 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 2.62K | +179.3% | $312,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 1.82K | +0.7% | $216,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 171 | Nieuw | $20,383 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 76 | +406.7% | $9,003 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 60 | Nieuw | $7,281 | 0.0% | New | 1 | SEC ↗ |
| 14 | Blair William & Co/Il | 38 | 0.0% | $4,530 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $13 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS Group AG | $20,383 | 0.0% |
| Jones Financial Companies Lllp | $7,281 | 0.0% |
Verlaten
| Two Sigma Investments | $907,170 | was 0.0% |
| Royal Bank Of Canada | $12,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 834.57K aandelen, $33.41M 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.