FOF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -0.7% ·
netto nieuwe posities -5.0%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.63M | $64.25M | +1 | −2 |
| Q1 2026 | 21 | +2 | 4.66M | $59.82M | +2 | — |
| Q4 2025 | 19 | 0 | 4.83M | $63.70M | — | — |
| Q3 2025 | 2 | -1 | 1.49M | $19.43M | — | −1 |
| Q2 2025 | 1 | — | 16.54K | $208,684 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.44M | +1.2% | $20.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.44M | +1.2% | $20.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 623.85K | -1.4% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 539.03K | -2.3% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 539.03K | -2.3% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 334.00K | +44.9% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 334.00K | +44.9% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 311.83K | -1.8% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 311.83K | -1.8% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 257.58K | +2.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 204.94K | -1.5% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 166.35K | 0.0% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 120.57K | -48.4% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 64.73K | +21.8% | $898,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 64.10K | -3.3% | $889,721 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 33.58K | +1.1% | $466,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.77K | -41.7% | $288,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 19.93K | 0.0% | $276,698 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 11.40K | -62.2% | $158,280 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 10.94K | +1.9% | $151,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 10.62K | Nieuw | $147,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.59K | 0.0% | $49,147 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 825 | 0.0% | $11,451 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $147,000 | 0.0% |
Verlaten
| Susquehanna International… | $248,825 | was 0.0% |
| Jane Street Group, Llc | $138,064 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 5.19M aandelen, $66.04M 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.