ERC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.8% ·
aandelenstroom -1.9% ·
netto nieuwe posities +13.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 877.70K | +7.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 840.69K | +5.7% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 577.79K | -0.3% | $5.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Invesco Ltd. | 543.88K | -0.3% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 247.41K | -6.3% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 130.72K | -0.7% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 86.58K | -31.1% | $780,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 70.33K | +0.9% | $633,694 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 66.19K | -17.1% | $596,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 61.11K | -1.4% | $550,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 52.01K | -51.2% | $468,601 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 32.96K | +6.9% | $296,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 22.19K | 0.0% | $199,922 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 22.14K | -2.7% | $199,448 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 21.58K | -8.0% | $194,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 11.03K | +1.2% | $99,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 750 | Nieuw | $6,758 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 602 | 0.0% | $5,420 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 205 | Nieuw | $1,849 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 60 | Nieuw | $541 | 0.0% | New | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 54 | Nieuw | $487 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | 0.0% | $9 | 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
| Assetmark, Inc | $6,758 | 0.0% |
| Fifth Third Bancorp | $1,849 | 0.0% |
| BlackRock | $541 | 0.0% |
| Rockefeller Capital… | $487 | 0.0% |
Verlaten
| Susquehanna International… | $435,538 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 9.88M aandelen, $60.98M 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.