EVLN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.5% ·
aandelenstroom -7.8% ·
netto nieuwe posities -11.8%
· formule
Brede distributie: dalende aandelen en 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 | 17.27K | $833,159 | n/a | n/a |
| Q2 2026 | 18 | +2 | 8.77M | $425.25M | +3 | −1 |
| Q1 2026 | 17 | -2 | 7.76M | $373.99M | +4 | −6 |
| Q4 2025 | 19 | +1 | 8.42M | $416.38M | +1 | n/a |
| Q3 2025 | 3 | -1 | 5.92M | $294.16M | n/a | −1 |
| Q2 2025 | 2 | +1 | 13.27K | $661,593 | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.57K | $330,574 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.35M | -1.6% | $305.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Ameriprise Financial Inc | 604.74K | +3.4% | $29.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 401.13K | +2.8% | $19.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Corient Private Wealth LP | 147.17K | -50.8% | $7.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 102.54K | -75.8% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 24.67K | +111.0% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 24.44K | -39.7% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 22.23K | +18.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 17.95K | +17.0% | $867,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 16.85K | Nieuw | $816,397 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 16.81K | +68.3% | $809,809 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 15.98K | -77.1% | $769,820 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 9.90K | -0.3% | $476,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Creative Planning | 4.19K | -38.0% | $201,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 2.79K | Nieuw | $134,482 | 0.0% | New | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 245 | Nieuw | $11,804 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cwm, Llc | 34 | Nieuw | $1,638 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Focus Partners Wealth | $816,397 | 0.0% |
| Fifth Third Bancorp | $134,482 | 0.0% |
| Pnc Financial Services Group… | $11,804 | 0.0% |
| Cwm, Llc | $1,638 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.05M | was 0.0% |
| Envestnet Asset Management Inc | $380,591 | was 0.0% |
| First Trust Advisors Lp | $346,306 | was 0.0% |
| Susquehanna International… | $223,516 | was 0.0% |
| Assetmark, Inc | $5,046 | was 0.0% |
| Fidelity (FMR) | $49 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 24.39M aandelen, $1.18B 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.