EWD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.1% ·
aandelenstroom -1.2% ·
netto nieuwe posities 0.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 1.74M | $86.93M | +3 | −3 |
| Q1 2026 | 34 | +1 | 1.82M | $88.61M | +4 | −3 |
| Q4 2025 | 33 | -1 | 2.17M | $107.06M | n/a | −1 |
| Q3 2025 | 8 | 0 | 1.36M | $64.13M | n/a | n/a |
| Q2 2025 | 5 | 0 | 1.05M | $48.23M | n/a | n/a |
| Q1 2025 | 3 | -2 | 370.40K | $15.59M | n/a | −2 |
| Q4 2024 | 5 | +1 | 442.93K | $16.53M | +2 | −1 |
| Q3 2024 | 4 | +1 | 386.81K | $16.79M | +1 | n/a |
| Q2 2024 | 3 | n/a | 296.82K | $11.95M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 843.01K | +5.1% | $42.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 205.62K | -27.7% | $10.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | Royal Bank Of Canada | 146.97K | +134.9% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 112.03K | -1.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 71.99K | -3.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 61.30K | -3.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 60.79K | +38.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 51.99K | +25.0% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 9 | Jane Street Group, Llc | 35.56K | +587.7% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 34.10K | +408.0% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | BlackRock ✦ (passief) | 23.69K | -77.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 12 | Pnc Financial Services Group, Inc. | 16.57K | +1.0% | $828,119 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 15.50K | +4.2% | $774,783 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 14.43K | +110.0% | $720,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Hsbc Holdings Plc | 9.80K | +10.2% | $489,604 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 5.74K | -4.0% | $286,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citigroup Inc | 5.71K | -46.6% | $285,286 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 5.09K | -2.0% | $254,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 4.67K | Nieuw | $233,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 4.36K | -2.4% | $218,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 4.03K | -89.8% | $201,269 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Rhumbline Advisers | 1.92K | -30.4% | $95,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 1.79K | 0.0% | $89,714 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.18K | +25.4% | $58,915 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 683 | -8.6% | $34,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 342 | -17.0% | $16,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 311 | -3.4% | $15,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 250 | 0.0% | $12,495 | 0.0% | Held | 3 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 145 | Nieuw | $7,219 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 105 | -1.9% | $5,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 28 | Nieuw | $1,399 | 0.0% | New | 1 | SEC ↗ |
| 32 | Barclays Plc | 9 | 0.0% | $450 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Toronto Dominion Bank | 9 | 0.0% | $450 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $233,000 | 0.0% |
| National Bank Of Canada /Fi/ | $7,219 | 0.0% |
| Bank Of Montreal /Can/ | $1,399 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.89M | was 0.0% |
| Goldman Sachs Group | $1.71M | was 0.0% |
| Qube Research & Technologies… | $122,336 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 2.51M aandelen, $122.48M 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.