ETO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom -5.6% ·
netto nieuwe posities -8.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 171.58K | +3.7% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | First Trust Advisors Lp | 130.35K | +11.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 124.93K | -2.9% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 99.86K | +22.3% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 90.79K | -1.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 65.87K | +4.8% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 56.81K | -3.8% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 54.09K | -15.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 45.90K | -36.0% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 42.40K | -3.6% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 33.47K | +9.8% | $892,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 27.49K | -10.4% | $732,662 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 27.00K | +7.1% | $719,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 24.47K | -11.7% | $652,166 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 22.51K | +0.5% | $599,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 22.25K | +71.9% | $593,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 18.32K | -9.3% | $488,194 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 14.06K | -20.2% | $374,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 11.14K | -48.9% | $297,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 10.17K | -71.0% | $270,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 5.21K | Nieuw | $138,740 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.95K | 0.0% | $52,047 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 754 | +18.7% | $20,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 225 | 0.0% | $5,996 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $138,740 | 0.0% |
Verlaten
| Invesco Ltd. | $641,903 | was 0.0% |
| Two Sigma Investments | $364,048 | was 0.0% |
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 3.12M aandelen, $82.58M 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.