EVUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +19.0% ·
aandelenstroom +15.5% ·
netto nieuwe posities +16.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.03M | -9.0% | $96.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.52M | +233.9% | $47.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 3 | LPL Financial LLC | 773.21K | -3.1% | $24.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 230.84K | -0.9% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 194.56K | -10.0% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 156.71K | +3.7% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 133.91K | -20.5% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 109.33K | +1.5% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 75.09K | -10.6% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 68.43K | +399.4% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 67.88K | Nieuw | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 36.77K | -12.3% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 34.88K | +91.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 26.68K | Nieuw | $849,394 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 24.13K | +3.9% | $768,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 20.34K | +119.3% | $647,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cerity Partners LLC | 17.27K | Nieuw | $549,573 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 9.95K | -14.4% | $316,588 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 7.59K | Nieuw | $241,729 | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 6.56K | 0.0% | $208,783 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 2.20K | Nieuw | $69,998 | 0.0% | New | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 1.30K | -14.9% | $41,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 908 | -2.2% | $28,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 617 | 0.0% | $19,640 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 153 | 0.0% | $4,870 | 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
| Creative Planning | $2.16M | 0.0% |
| Citadel Advisors | $849,394 | 0.0% |
| Cerity Partners LLC | $549,573 | 0.0% |
| Jane Street Group, Llc | $241,729 | 0.0% |
| Fifth Third Bancorp | $69,998 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $22,268 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 7.30M aandelen, $215.61M 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.