ETO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.4% ·
aandelenstroom +5.0% ·
netto nieuwe posities +14.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +4 | 1.16M | $35.68M | +5 | −1 |
| Q1 2026 | 24 | -2 | 1.10M | $29.37M | +1 | −3 |
| Q4 2025 | 26 | 0 | 1.17M | $34.93M | — | — |
| Q3 2025 | 2 | 0 | 169.78K | $4.68M | — | — |
| Q2 2025 | 1 | +1 | 29.00K | $788,592 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 183.54K | +7.0% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 183.54K | +7.0% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 183.54K | +7.0% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | First Trust Advisors Lp | 129.13K | -0.9% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 117.93K | -5.6% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 107.28K | +18.2% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 107.28K | +18.2% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 98.88K | -1.0% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 63.63K | -3.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 63.63K | -3.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 56.62K | -0.3% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 52.50K | +23.8% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 45.33K | -1.3% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 34.27K | +40.0% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 34.27K | +40.0% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 33.47K | 0.0% | $1.03M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 32.16K | -40.5% | $993,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 28.12K | +4.2% | $868,087 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 27.17K | -1.2% | $838,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 27.17K | -1.2% | $838,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 22.25K | 0.0% | $686,981 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 22.10K | -1.8% | $682,243 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 21.34K | Nieuw | $658,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 19.26K | Nieuw | $594,494 | 0.0% | New | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 18.53K | +1.1% | $571,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 18.53K | +1.1% | $571,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 15.12K | +7.5% | $466,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 10.17K | 0.0% | $313,766 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 9.61K | Nieuw | $296,720 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 5.21K | 0.0% | $160,709 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.95K | 0.0% | $60,289 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 225 | 0.0% | $6,946 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 122 | Nieuw | $3,766 | 0.0% | New | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 91 | Nieuw | $2,801 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $658,000 | 0.0% |
| Invesco Ltd. | $594,494 | 0.0% |
| Envestnet Asset Management Inc | $296,720 | 0.0% |
| Assetmark, Inc | $3,766 | 0.0% |
| BlackRock | $2,801 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $297,016 | 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.