EIPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +10.0% ·
netto nieuwe posities +12.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 89.20K | $1.97M | n/a | n/a |
| Q2 2026 | 32 | +4 | 8.47M | $185.06M | +5 | −1 |
| 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 ✦ | 2.77M | +0.7% | $60.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.28M | +0.1% | $28.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 917.04K | +13.5% | $20.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 886.81K | -0.6% | $19.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 683.57K | +2.5% | $14.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 444.16K | +247.3% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 319.99K | +13.6% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 275.48K | +20.9% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 147.89K | -15.7% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 103.84K | -8.7% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 87.97K | Nieuw | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 85.69K | +4.3% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 77.67K | +87.9% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 73.42K | +2.5% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 73.13K | +415.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 50.00K | +191.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Chevy Chase Trust Holdings, LLC | 48.45K | Nieuw | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 43.94K | +14.9% | $959,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 24.47K | -2.1% | $534,447 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 20.01K | -1.0% | $436,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mariner, LLC | 16.58K | +1.6% | $362,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 14.43K | 0.0% | $315,217 | 0.0% | Held | 5 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 12.25K | -6.7% | $267,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 9.97K | +10.4% | $217,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.51K | +883.1% | $33,141 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Assetmark, Inc | 1.06K | -12.3% | $23,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 572 | -47.4% | $12,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 490 | 0.0% | $10,702 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Simplex Trading, Llc | 120 | Nieuw | $2,620 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 100 | -82.5% | $2,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 26 | Nieuw | $568 | 0.0% | New | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 4 | Nieuw | $87 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $1.92M | 0.0% |
| Chevy Chase Trust Holdings… | $1.06M | 0.0% |
| Simplex Trading, Llc | $2,620 | 0.0% |
| BlackRock | $568 | 0.0% |
| Russell Investments Group… | $87 | 0.0% |
Verlaten
| Jane Street Group, Llc | $269,565 | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.