GII
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.0% ·
aandelenstroom +1.6% ·
netto nieuwe posities +2.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +4 | 2.03M | $153.41M | +5 | −3 |
| Q1 2026 | 38 | +4 | 1.73M | $131.24M | +5 | −1 |
| Q4 2025 | 34 | +1 | 1.47M | $102.58M | +1 | n/a |
| Q3 2025 | 5 | -1 | 171.86K | $11.96M | n/a | −1 |
| Q2 2025 | 4 | 0 | 91.55K | $6.16M | +1 | −1 |
| Q1 2025 | 3 | 0 | 52.36K | $3.25M | n/a | n/a |
| Q4 2024 | 3 | +2 | 99.79K | $5.90M | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 514.60K | n/a | $35.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mariner, LLC | 323.29K | n/a | $22.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 83.91K | +17.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 63.22K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 54.53K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 51.70K | 0.0% | $3.61M | 0.0% | Held | 5 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 46.84K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 42.87K | +78.3% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 41.19K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 35.29K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 31.36K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 29.25K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cibc World Market Inc. | 27.47K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 25.58K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Susquehanna International Group, Llp | 21.28K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 16.48K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 11.45K | -43.0% | $798,588 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Bank Of Montreal /Can/ | 9.96K | n/a | $694,560 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 7.14K | n/a | $498,317 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.09K | n/a | $495,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Osaic Holdings, Inc. | 6.54K | n/a | $456,958 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | D. E. Shaw & Co. ✦ | 4.36K | 0.0% | $304,407 | 0.0% | Held | 5 | SEC ↗ |
| 23 | Focus Partners Wealth | 4.33K | n/a | $302,273 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 4.10K | n/a | $286,368 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.88K | n/a | $201,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 1.12K | n/a | $78,480 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 850 | Nieuw | $59,305 | 0.0% | New | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 592 | n/a | $41,298 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 585 | n/a | $40,815 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Assetmark, Inc | 189 | n/a | $13,187 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Simplex Trading, Llc | 87 | n/a | $6,069 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 45 | n/a | $3,140 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 33 | n/a | $2,302 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 13 | n/a | $907 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $59,305 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 123 houders, 5.13M aandelen, $380.90M 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.