ELD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom +4.8% ·
netto nieuwe posities -12.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -2 | 1.25M | $35.74M | — | −2 |
| Q1 2026 | 18 | +2 | 1.19M | $33.06M | +3 | −1 |
| Q4 2025 | 16 | 0 | 817.84K | $23.88M | — | — |
| Q3 2025 | 4 | 0 | 160.61K | $4.62M | — | — |
| Q2 2025 | 1 | — | 1 | $28 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 297.77K | +1.7% | $8.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 297.77K | +1.7% | $8.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 223.47K | +79.5% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 216.93K | -0.9% | $6.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 216.93K | -0.9% | $6.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 137.03K | +184.8% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 95.94K | +4.8% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 84.54K | -26.3% | $2.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 84.54K | -26.3% | $2.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 84.54K | -26.3% | $2.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 79.80K | -9.2% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 31.83K | +4.4% | $913,575 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 31.83K | +4.4% | $913,575 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 23.10K | 0.0% | $662,913 | 0.0% | Held | 4 | SEC ↗ |
| 15 | UBS Group AG | 20.15K | +0.4% | $578,248 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 19.13K | +3.8% | $549,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 9.84K | -91.2% | $282,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 9.84K | -91.2% | $282,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 9.84K | -91.2% | $282,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 2.95K | -2.2% | $84,915 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 2.29K | 0.0% | $65,580 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Blair William & Co/Il | 287 | +0.3% | $8,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 234 | 0.0% | $6,716 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Northwestern Mutual Wealth… | $1,669 | was 0.0% |
| Fidelity (FMR) | $83 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 2.40M aandelen, $64.96M 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.