FINS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -5.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 4.54M | $58.13M | +3 | −2 |
| Q1 2026 | 19 | 0 | 4.44M | $56.24M | +1 | −1 |
| Q4 2025 | 19 | 0 | 4.70M | $62.03M | — | — |
| Q3 2025 | 1 | — | 744.98K | $9.77M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.27M | -2.4% | $16.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.27M | -2.4% | $16.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 740.59K | +2.8% | $9.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 740.59K | +2.8% | $9.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 622.90K | -5.0% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 622.90K | -5.0% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 622.90K | -5.0% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 408.27K | -0.3% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 371.50K | -11.2% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 239.40K | -34.2% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 203.08K | +8.4% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 177.65K | -3.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 79.00K | -1.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 79.00K | -1.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 73.78K | +4.2% | $940,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 72.98K | +2.5% | $930,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 42.62K | +7.3% | $543,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 37.73K | -33.5% | $481,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 24.37K | 0.0% | $308,281 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 19.69K | +8.2% | $251,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 19.69K | +8.2% | $251,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 13.47K | 0.0% | $171,704 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 10.34K | +1.5% | $131,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 4.45K | Nieuw | $56,686 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 30.00K | -50.0% | $383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $56,686 | 0.0% |
Verlaten
| Susquehanna International… | $150,964 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 43 houders, 22.00M aandelen, $141.32M 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.