EIPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +1.8% ·
netto nieuwe posities +4.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 89.20K | $1.97M | n/a | n/a |
| Q2 2026 | 31 | +4 | 8.45M | $184.52M | +5 | −2 |
| Q1 2026 | 29 | +4 | 7.71M | $173.28M | +6 | −2 |
| Q4 2025 | 24 | +1 | 6.91M | $137.28M | +1 | n/a |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | n/a | n/a |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | n/a | n/a |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.03K | $372,193 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.66M | +3.7% | $52.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.14M | n/a | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 873.90K | n/a | $17.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 737.67K | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 431.20K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 271.55K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 163.35K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 148.66K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 128.81K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 113.75K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 72.22K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 25.27K | n/a | $502,115 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25.17K | n/a | $500,092 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 25.04K | Nieuw | $497,577 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 20.38K | n/a | $405,011 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 16.50K | n/a | $327,846 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 15.10K | n/a | $300,106 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 14.43K | 0.0% | $286,784 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 11.61K | n/a | $230,631 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 6.93K | n/a | $137,679 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 2.99K | n/a | $59,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 1.22K | n/a | $24,202 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 572 | n/a | $11,366 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 20 | n/a | $397 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fisher Asset Management | $497,577 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 151 houders, 16.91M aandelen, $372.15M 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.