EOI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.0% ·
aandelenstroom +11.1% ·
netto nieuwe posities +7.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 1.47M | +88.8% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 569.31K | -4.4% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 355.21K | +37.1% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 200.60K | +5.8% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 74.64K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 53.69K | -19.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 49.80K | -0.5% | $935,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 47.61K | +17.8% | $894,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 46.70K | -51.0% | $876,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 44.97K | +0.3% | $844,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 40.95K | +2.0% | $769,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 11.37K | Nieuw | $213,434 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 10.05K | +0.6% | $188,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $91,193 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.83K | 0.0% | $69,402 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.50K | Nieuw | $28,170 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 274 | 0.0% | $5,146 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 39 | Nieuw | $706 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 24 | 0.0% | $451 | 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
| Jane Street Group, Llc | $213,434 | 0.0% |
| Fifth Third Bancorp | $28,170 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
Verlaten
| Mariner, LLC | $222,070 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 81 houders, 9.57M aandelen, $169.82M 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.