FID
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +12.6% ·
netto nieuwe posities +14.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 2.52M | $54.07M | +1 | −1 |
| Q1 2026 | 21 | +3 | 2.56M | $53.56M | +3 | — |
| Q4 2025 | 18 | -1 | 2.27M | $46.69M | +1 | −2 |
| Q3 2025 | 4 | +1 | 41.92K | $825,812 | +1 | — |
| Q2 2025 | 1 | +1 | 33.47K | $643,351 | +1 | — |
| Q2 2024 | 1 | — | 13.53K | $212,644 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | -3.7% | $22.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 273.54K | +1.0% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 254.82K | +23.8% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 254.82K | +23.8% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 254.82K | +23.8% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 248.30K | +25.4% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 182.40K | +763.2% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 155.81K | +170.7% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 112.46K | +1.1% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 82.94K | Nieuw | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 79.57K | -13.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 79.57K | -13.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 49.61K | -66.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 13.95K | -40.1% | $292,100 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 7.18K | +6.4% | $147,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 5.77K | 0.0% | $120,932 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 5.31K | +23.3% | $111,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.44K | 0.0% | $72,080 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.44K | 0.0% | $72,080 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.54K | -18.1% | $53,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.12K | 0.0% | $23,437 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 647 | Nieuw | $13,551 | 0.0% | New | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 170 | 0.0% | $3,553 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS Group AG | 133 | Nieuw | $2,786 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | 0.0% | $15 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.74M | 0.0% |
| Assetmark, Inc | $13,551 | 0.0% |
| UBS Group AG | $2,786 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 6.41M aandelen, $123.13M 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.