EVX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -2.2% ·
netto nieuwe posities -5.9%
· 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 | 2 | +1 | 24.98K | $971,898 | +1 | n/a |
| Q2 2026 | 15 | -2 | 382.49K | $15.75M | n/a | −2 |
| Q1 2026 | 17 | -1 | 416.42K | $16.12M | +1 | −2 |
| Q4 2025 | 18 | +1 | 425.58K | $16.27M | +1 | n/a |
| Q3 2025 | 3 | +1 | 92.62K | $3.61M | +1 | n/a |
| Q2 2025 | 1 | -2 | 2.07K | $79,233 | n/a | −2 |
| Q1 2025 | 2 | +1 | 17.13K | $606,988 | +1 | n/a |
| Q4 2024 | 1 | +1 | 3.23K | $552,832 | +1 | n/a |
| Q2 2024 | 1 | n/a | 2.99K | $509,439 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Bank Of Canada /Fi/ | 92.67K | -1.1% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 76.85K | +12.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 74.46K | -3.4% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 52.27K | +4.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 18.79K | -8.2% | $727,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 17.22K | +3.1% | $666,853 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 14.94K | +1.7% | $578,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 14.92K | Nieuw | $577,793 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 10.94K | +10.6% | $423,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 9.96K | -33.0% | $385,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 9.30K | -31.1% | $360,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 8.49K | +45.9% | $328,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 7.76K | 0.0% | $304,708 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 4.30K | -27.6% | $166,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 2.14K | +2.4% | $82,930 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 1.23K | -4.1% | $48,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 175 | n/a | $6,787 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $577,793 | 0.0% |
Verlaten
| Citadel Advisors | $597,164 | was 0.0% |
| Wealth Enhancement Advisory… | $313,060 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 677.02K aandelen, $22.22M 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.