EIPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.0% ·
aandelenstroom +11.3% ·
netto nieuwe posities +13.8%
— 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 |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | — | — |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | — |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | — | — |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | — | — |
| Q2 2024 | 1 | — | 20.03K | $372,193 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.75M | +3.3% | $61.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.28M | +12.3% | $28.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 892.37K | +2.1% | $20.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 807.83K | +9.5% | $18.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 666.59K | +54.6% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 281.68K | +3.7% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 227.87K | +53.3% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 175.50K | +7.4% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 127.91K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 113.73K | +350.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 82.17K | -27.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 71.61K | -0.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 41.34K | +173.7% | $929,635 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 38.25K | +229.5% | $860,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 24.99K | -0.7% | $562,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 20.22K | +100980.0% | $454,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 17.13K | -16.0% | $385,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 16.32K | -1.1% | $367,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 14.43K | 0.0% | $324,598 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 14.18K | Nieuw | $318,829 | 0.0% | New | 1 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 13.13K | — | $295,204 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.99K | Nieuw | $269,565 | 0.0% | New | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 9.03K | Nieuw | $203,115 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 2.99K | 0.0% | $67,290 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 1.21K | -0.8% | $27,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.09K | +90.2% | $24,469 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 570 | Nieuw | $12,882 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 490 | Nieuw | $11,020 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 154 | Nieuw | $3,480 | 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 | $318,829 | 0.0% |
| Jane Street Group, Llc | $269,565 | 0.0% |
| Truist Financial Corp | $203,115 | 0.0% |
| JPMorgan Chase | $12,882 | 0.0% |
| UBS AM, a distinct business… | $11,020 | 0.0% |
| Jones Financial Companies Lllp | $3,480 | 0.0% |
Verlaten
| Fisher Asset Management | $497,577 | was 0.0% |
| Bank Of America Corp /De/ | $137,679 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.