FDV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +22.7% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.42M | +13.6% | $107.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.34M | +36.8% | $104.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 943.48K | +16.8% | $29.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 666.16K | +31.9% | $20.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 539.52K | +21.4% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Truist Financial Corp | 368.43K | +5.3% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 348.37K | +144.5% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 332.01K | -4.8% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 306.74K | -1.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 198.59K | +10.9% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 124.22K | +116.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 101.57K | +37.8% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Federated Hermes, Inc. | 76.53K | +50.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 67.95K | -19.6% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 52.25K | -11.0% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 29.38K | +86.3% | $922,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 14.99K | +34.7% | $470,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 14.15K | +12.4% | $444,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.99K | -63.8% | $250,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 6.65K | Nieuw | $208,609 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 5.29K | +2.3% | $166,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 3.81K | +326.6% | $119,596 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 3.50K | 0.0% | $109,865 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 683 | -29.9% | $21,439 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mml Investors Services, Llc | $208,609 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $665,358 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 17.04M aandelen, $463.14M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.