EWO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -7.8% ·
netto nieuwe posities -11.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.49K | $831,732 | n/a | n/a |
| Q2 2026 | 18 | -1 | 802.81K | $33.92M | +4 | −6 |
| Q1 2026 | 20 | +6 | 883.95K | $31.34M | +7 | −1 |
| Q4 2025 | 14 | -2 | 753.79K | $26.74M | n/a | −2 |
| Q3 2025 | 4 | 0 | 250.05K | $7.75M | n/a | n/a |
| Q2 2025 | 2 | +1 | 46.18K | $1.36M | +1 | n/a |
| Q4 2024 | 1 | 0 | 23.96K | $502,419 | n/a | n/a |
| Q3 2024 | 1 | 0 | 30.30K | $691,575 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.56K | $252,510 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 323.55K | +2.8% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 273.65K | +3.9% | $11.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 36.69K | -8.0% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Hrt Financial Lp | 32.95K | Nieuw | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 19.19K | -61.8% | $812,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 18.81K | Nieuw | $798,108 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.34K | -4.2% | $607,025 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 14.25K | +20.1% | $603,216 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 14.02K | -20.1% | $593,279 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 12.36K | Nieuw | $523,307 | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 9.91K | -32.5% | $419,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 9.38K | +309.8% | $397,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Blair William & Co/Il | 7.00K | 0.0% | $296,275 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Mariner, LLC | 6.85K | -67.1% | $290,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 5.46K | -4.2% | $230,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 3.15K | Nieuw | $69,984 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 672 | +690.6% | $28,438 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Fifth Third Bancorp | 581 | -1.9% | $24,591 | 0.0% | ▼ Trim | 2 | 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 | $1.39M | 0.0% |
| Wealth Enhancement Advisory… | $798,108 | 0.0% |
| Bank Of America Corp /De/ | $523,307 | 0.0% |
| Bank Of Montreal /Can/ | $69,984 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.62M | was 0.0% |
| Citadel Advisors | $1.40M | was 0.0% |
| Susquehanna International… | $481,021 | was 0.0% |
| HighTower Advisors, LLC | $470,990 | was 0.0% |
| Invesco Ltd. | $288,953 | was 0.0% |
| UBS AM, a distinct business… | $1,879 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 1.90M aandelen, $66.27M 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.