EQAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.1% ·
aandelenstroom +2.4% ·
netto nieuwe posities -6.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 400.25K | +0.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 228.66K | +1.4% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 211.84K | +7.4% | $12.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | UBS Group AG | 155.54K | +21.1% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | Goldman Sachs Group ✦ | 73.79K | Nieuw | $4.37M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 52.94K | +37.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 45.28K | +8.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 34.60K | +1.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 30.03K | +390.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 27.00K | +330.4% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 23.96K | +0.1% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 19.98K | -0.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 18.77K | -23.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 15.47K | +31.1% | $914,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 14.69K | -0.1% | $870,484 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 13.65K | -6.8% | $809,197 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Creative Planning | 12.72K | -26.5% | $753,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 10.53K | +45.7% | $624,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Truist Financial Corp | 10.36K | +2.7% | $613,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 8.53K | +0.2% | $505,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 8.04K | -4.8% | $476,578 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 5.61K | +36.2% | $332,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 5.40K | 0.0% | $320,208 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 5.02K | 0.0% | $297,336 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 4.72K | -50.3% | $279,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 3.41K | -56.1% | $202,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Blair William & Co/Il | 982 | 0.0% | $58,187 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Simplex Trading, Llc | 7 | -89.4% | $414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | -100.0% | $23 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $4.37M | 0.0% |
Verlaten
| JPMorgan Chase | $199,726 | was 0.0% |
| BlackRock | $16,530 | was 0.0% |
| Russell Investments Group… | $1,653 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 7.05M aandelen, $380.96M 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.