ETV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +3.0% ·
netto nieuwe posities -2.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.97K | $209,448 | n/a | −1 |
| Q2 2026 | 34 | -1 | 12.01M | $178.75M | +2 | −4 |
| Q1 2026 | 37 | -1 | 12.13M | $165.84M | +1 | −2 |
| Q4 2025 | 37 | 0 | 11.77M | $168.96M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.91M | $27.26M | +1 | −1 |
| Q2 2025 | 2 | +1 | 45.43K | $630,151 | +2 | −1 |
| Q1 2025 | 1 | +1 | 17.15K | $226,525 | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.62K | $336,596 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.80M | -0.5% | $24.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.72M | -4.4% | $23.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 1.48M | -2.3% | $20.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.15M | +4.0% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 719.81K | +2.6% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 525.84K | +3.8% | $7.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 467.76K | +54.6% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 452.78K | +3.7% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 436.54K | +0.1% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 430.54K | -1.7% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 399.18K | -13.9% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 362.46K | -21.9% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 340.07K | +181.8% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 317.45K | -0.2% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Franklin Resources Inc | 297.69K | +1.4% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 267.09K | +6.0% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 241.94K | +590.5% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 127.70K | +4.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 99.31K | -5.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mariner, LLC | 97.66K | -20.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 78.64K | +2.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 59.21K | -3.0% | $809,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 47.94K | +0.3% | $655,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.07K | +944.2% | $506,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 32.81K | 0.0% | $448,576 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 31.45K | +12.2% | $429,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 27.18K | -36.9% | $371,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 17.68K | 0.0% | $241,699 | 0.0% | Held | 2 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 17.16K | n/a | $234,605 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 11.97K | -7.0% | $163,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 10.16K | -78.3% | $138,832 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 9.85K | +0.2% | $134,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 3.86K | +349.6% | $52,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.08K | 0.0% | $42,035 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.63K | Nieuw | $21,686 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 713 | +11.8% | $9,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 336 | 0.0% | $4,593 | 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
| Jones Financial Companies Lllp | $21,686 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $259,599 | was 0.0% |
| Susquehanna International… | $146,199 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 178 houders, 21.94M aandelen, $290.49M 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.