EMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.4% ·
aandelenstroom -0.6% ·
netto nieuwe posities -7.1%
· formule
Brede distributie: dalende aandelen en minder 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 | 26.49K | $1.34M | n/a | n/a |
| Q2 2026 | 28 | -1 | 2.72M | $136.08M | +3 | −5 |
| Q1 2026 | 31 | +4 | 2.74M | $144.94M | +5 | −1 |
| Q4 2025 | 27 | 0 | 2.73M | $121.92M | n/a | n/a |
| Q3 2025 | 3 | -1 | 1.26M | $56.50M | n/a | −1 |
| Q2 2025 | 1 | n/a | 16 | $756 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.72K | $731,516 | n/a | n/a |
| Q3 2024 | 1 | +1 | 29.55K | $1.25M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.33M | -0.3% | $66.45M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Royal Bank Of Canada | 276.25K | +2.1% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 239.79K | +6.2% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 195.04K | -8.6% | $9.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 122.95K | -2.7% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 85.58K | +33.1% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 84.86K | +3.8% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 83.12K | -6.3% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 68.33K | +21.0% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 43.02K | -6.3% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 39.51K | 0.0% | $1.98M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 22.96K | -0.4% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Capstone Investment Advisors, Llc | 19.07K | 0.0% | $955,557 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Nomura Holdings Inc | 19.01K | 0.0% | $952,501 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Invesco Ltd. | 14.29K | -42.0% | $716,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 13.16K | -0.1% | $654,678 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Fifth Third Bancorp | 8.78K | -0.1% | $440,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 8.25K | Nieuw | $413,525 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 7.66K | -22.3% | $383,630 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 6.56K | -66.9% | $328,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 5.46K | +2.8% | $273,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 5.28K | +1.4% | $264,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 4.91K | -29.4% | $245,941 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Corient Private Wealth LP | 4.82K | Nieuw | $241,630 | 0.0% | New | 1 | SEC ↗ |
| 25 | Kayne Anderson Rudnick Investment… | 4.53K | Nieuw | $226,703 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 3.93K | -6.2% | $197,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.70K | +8.0% | $135,270 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | UBS AM, a distinct business unit of… | 67 | 0.0% | $3,357 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $413,525 | 0.0% |
| Corient Private Wealth LP | $241,630 | 0.0% |
| Kayne Anderson Rudnick… | $226,703 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $599,751 | was 0.0% |
| HighTower Advisors, LLC | $558,370 | was 0.0% |
| Jane Street Group, Llc | $338,101 | was 0.0% |
| Susquehanna International… | $333,981 | was 0.0% |
| Mercer Global Advisors Inc… | $203,199 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 116 houders, 5.55M aandelen, $253.91M 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.