EOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +23.1% ·
aandelenstroom -13.9% ·
netto nieuwe posities +12.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 282.05K | -29.6% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 120.13K | -4.5% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 61.90K | -2.0% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 36.06K | -6.6% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 26.88K | +0.3% | $918,030 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 24.32K | -8.1% | $830,581 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 22.19K | -5.4% | $757,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 18.13K | Nieuw | $619,298 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 12.22K | +20.2% | $417,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 11.66K | 0.0% | $398,179 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 8.21K | 0.0% | $280,583 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 7.63K | Nieuw | $260,671 | 0.0% | New | 1 | SEC ↗ |
| 13 | Hrt Financial Lp | 5.90K | Nieuw | $201,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 28.03K | -2.1% | $45,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 800 | Nieuw | $27,260 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 222 | Nieuw | $7,582 | 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
| Susquehanna International… | $619,298 | 0.0% |
| Citadel Advisors | $260,671 | 0.0% |
| Hrt Financial Lp | $201,000 | 0.0% |
| JPMorgan Chase | $27,260 | 0.0% |
| Northwestern Mutual Wealth… | $7,582 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $4.57M | was 0.0% |
| Goldman Sachs Group | $320,775 | was 0.0% |
| UBS Group AG | $6,390 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 2.64M aandelen, $83.93M 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.