GAM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.0% ·
aandelenstroom +8.4% ·
netto nieuwe posities -3.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 1.58M | +13.1% | $92.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Allspring Global Investments… | 430.94K | +9.5% | $25.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 196.43K | -3.9% | $11.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 96.94K | -0.8% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | First Trust Advisors Lp | 42.90K | +10.1% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 35.84K | 0.0% | $2.10M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 35.42K | +1.6% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 30.56K | -2.9% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 29.59K | -11.2% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 26.87K | +0.9% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 20.64K | -0.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 20.58K | -18.2% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 18.28K | -15.8% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 17.80K | +16.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 16.51K | -2.0% | $965,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 13.21K | +37.1% | $772,388 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Corient Private Wealth LP | 10.93K | Nieuw | $638,968 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 8.81K | -16.8% | $515,413 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 6.43K | -7.6% | $375,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 6.43K | -1.7% | $375,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 5.22K | 0.0% | $305,470 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 4.59K | +31.9% | $268,493 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 4.23K | +0.1% | $247,503 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Northern Trust Corp | 3.96K | Nieuw | $231,483 | 0.0% | New | 1 | SEC ↗ |
| 25 | First Manhattan Co. Llc. | 3.70K | -37.7% | $216,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 3.44K | n/a | $201,054 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.77K | 0.0% | $162,243 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 2.00K | +137.7% | $116,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 1.36K | 0.0% | $79,342 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 1.02K | +287.1% | $59,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 125 | -83.0% | $7,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 16 | 0.0% | $936 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Corient Private Wealth LP | $638,968 | 0.0% |
| Northern Trust Corp | $231,483 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $361,795 | was 0.0% |
| Susquehanna International… | $259,234 | was 0.0% |
| Mercer Global Advisors Inc… | $239,149 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 91 houders, 7.70M aandelen, $394.28M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Officer · VP Administration · 5.00K aand @ 22.75 · $113,750
Other · 10.00K aand @ 22.75 · $227,500
Officer · Vice-President · 2.00K aand @ 23.08 · $46,160
Officer · President & CEO · 4.00K aand @ 23.46 · $93,840
Officer · Treasurer/PAO/PFO · 2.00K aand @ 23.69 · $47,380
Officer · Treasurer/PAO/PFO · 1.00K aand @ 23.66 · $23,660
Officer · VP Administration · 5.00K aand @ 24.00 · $120,000
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
7.3% van klasse · Originele SEC-indiening bekijken ↗