FT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -18.2% ·
aandelenstroom -2.8% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 584.36K | -8.1% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 395.06K | +6.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 383.12K | +6.6% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 244.20K | +0.9% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 121.32K | -2.1% | $971,805 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 107.71K | -1.8% | $862,722 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 98.50K | +4.7% | $788,982 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 72.31K | -33.2% | $579,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 47.84K | -5.9% | $383,224 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 37.04K | +9.9% | $296,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 25.46K | +144.7% | $203,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 24.07K | +0.3% | $192,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 20.09K | +3.9% | $160,958 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 20.06K | +32.6% | $160,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 18.13K | -0.7% | $145,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 16.63K | +19.5% | $133,214 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 3.20K | 0.0% | $25,650 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 500 | 0.0% | $4,005 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Envestnet Asset Management Inc | $396,454 | was 0.0% |
| Bank Of America Corp /De/ | $8,112 | was 0.0% |
| Cwm, Llc | $2,000 | was 0.0% |
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 4.54M aandelen, $33.98M 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.