EVSM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom +9.6% ·
netto nieuwe posities -10.5%
— 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 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 898.05K | +7.5% | $45.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 735.10K | +35.4% | $36.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 313.01K | +8.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 97.40K | Nieuw | $4.90M | 0.0% | New | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 86.72K | +45.6% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 70.97K | +36.5% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 68.42K | +54.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.36K | +521.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 43.60K | +136.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 38.95K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 33.05K | -18.7% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 17.27K | -51.0% | $868,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 9.34K | +200.9% | $471,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 8.45K | +3.7% | $425,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.50K | Nieuw | $75,602 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 772 | Nieuw | $38,839 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 526 | -62.6% | $26,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Rockefeller Capital… | $4.90M | 0.0% |
| Wells Fargo & Company/Mn | $1.96M | 0.0% |
| JPMorgan Chase | $75,602 | 0.0% |
| Pnc Financial Services Group… | $38,839 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.33M | was 0.0% |
| Susquehanna International… | $824,321 | was 0.0% |
| Goldman Sachs Group | $694,630 | was 0.0% |
| Bank Of America Corp /De/ | $470,280 | was 0.0% |
| Truist Financial Corp | $400,566 | was 0.0% |
| UBS Group AG | $2,510 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 8.95M aandelen, $402.37M 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.