ERC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.6% ·
aandelenstroom +1.5% ·
netto nieuwe posities -15.8%
— 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 | Royal Bank Of Canada | 967.41K | +15.1% | $8.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 853.34K | -2.8% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 545.53K | +0.3% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 504.03K | -12.8% | $4.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 256.13K | +3.5% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 129.36K | -1.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 107.02K | +61.7% | $985,644 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 84.72K | -2.1% | $780,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 68.82K | -2.1% | $633,829 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 59.19K | -3.1% | $545,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 49.18K | -5.4% | $452,975 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 36.58K | +11.0% | $336,922 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 26.38K | +19.1% | $242,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 21.54K | -0.2% | $197,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 12.57K | Nieuw | $115,751 | 0.0% | New | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 602 | 0.0% | $5,541 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 161 | -21.5% | $1,483 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 54 | 0.0% | $497 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $6 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $115,751 | 0.0% |
Verlaten
| Mariner, LLC | $199,922 | was 0.0% |
| Commonwealth Equity Services… | $99,390 | was 0.0% |
| Assetmark, Inc | $6,758 | was 0.0% |
| BlackRock | $541 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.