EWH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -20.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities -20.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 1.46K | $31,472 | n/a | n/a |
| Q2 2026 | 44 | +9 | 28.16M | $589.74M | +9 | −2 |
| Q1 2026 | 38 | -10 | 14.87M | $343.34M | +3 | −13 |
| Q4 2025 | 48 | -1 | 9.73M | $206.78M | n/a | −1 |
| Q3 2025 | 11 | +1 | 2.57M | $55.48M | +2 | −1 |
| Q2 2025 | 7 | 0 | 1.33M | $26.47M | +1 | −1 |
| Q1 2025 | 5 | +3 | 468.39K | $8.20M | +3 | n/a |
| Q4 2024 | 2 | 0 | 1.26M | $20.93M | +1 | −1 |
| Q3 2024 | 2 | 0 | 58.47K | $1.09M | +1 | −1 |
| Q2 2024 | 2 | n/a | 242.97K | $3.72M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.32M | +15.7% | $30.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 357.74K | +38.9% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Raymond James Financial Inc | 332.18K | +10.2% | $7.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 265.21K | +157.2% | $6.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Hsbc Holdings Plc | 254.49K | -18.5% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 150.01K | -33.1% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 102.61K | +34.7% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 89.24K | -4.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Bank Of Montreal /Can/ | 87.43K | +1.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 76.48K | -14.2% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Deutsche Bank Ag\ | 32.00K | 0.0% | $738,880 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 29.52K | +69.8% | $681,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 27.61K | 0.0% | $637,410 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Citigroup Inc | 17.80K | 0.0% | $411,048 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 6.12K | -0.6% | $141,279 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Blair William & Co/Il | 2.74K | 0.0% | $63,290 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Group One Trading Llc | 1.41K | -6.6% | $32,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.17K | Nieuw | $27,033 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 25 | 0.0% | $585 | 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
| Fifth Third Bancorp | $27,033 | 0.0% |
Verlaten
| Renaissance Technologies | $6.35M | was 0.0% |
| Rhumbline Advisers | $30,408 | was 0.0% |
| Jones Financial Companies Lllp | $2,338 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 116 houders, 19.51M aandelen, $441.46M 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.