EMHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom -1.0% ·
netto nieuwe posities -3.3%
· formule
Brede distributie: dalende aandelen en minder 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 | 171.16K | $6.61M | n/a | −1 |
| Q2 2026 | 30 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | n/a |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | n/a | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | n/a |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | n/a | n/a |
| Q2 2024 | 1 | n/a | 36.48K | $1.35M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.25M | n/a | $50.50M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 774.43K | +8.4% | $31.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 492.00K | n/a | $19.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 483.21K | n/a | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 330.16K | n/a | $13.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 249.90K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 247.34K | n/a | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 188.03K | -22.8% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 167.25K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 135.83K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 112.41K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 83.30K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Tidal Investments LLC | 47.82K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 42.02K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 32.10K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 30.43K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 28.89K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 22.87K | n/a | $923,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 22.35K | n/a | $902,445 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 20.35K | n/a | $821,509 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 18.26K | n/a | $738,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Commonwealth Equity Services, Llc | 11.29K | n/a | $455,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 9.92K | n/a | $400,518 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 9.90K | n/a | $399,737 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.04K | n/a | $41,914 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.03K | +64.9% | $41,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 700 | n/a | $28,260 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Cwm, Llc | 407 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 184 | Nieuw | $7,428 | 0.0% | New | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 108 | n/a | $4,360 | 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
| JPMorgan Chase | $7,428 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $1.53M | was 0.0% |
| Citadel Advisors | $541,173 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 8.36M aandelen, $324.86M 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.