GMAY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -12.1% ·
netto nieuwe posities -5.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 21.83K | $426,888 | n/a | n/a |
| Q2 2026 | 21 | +5 | 2.59M | $111.02M | +5 | n/a |
| Q1 2026 | 17 | -1 | 1.21M | $49.26M | +1 | −2 |
| Q4 2025 | 18 | 0 | 1.37M | $56.76M | +1 | −1 |
| Q3 2025 | 1 | +1 | 8.44K | $341,567 | +1 | n/a |
| Q1 2025 | 1 | 0 | 14.77K | $535,595 | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.92K | $365,912 | n/a | n/a |
| Q3 2024 | 1 | +1 | 17.55K | $635,867 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 242.46K | -19.1% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 221.61K | -15.9% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 221.20K | -19.6% | $9.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 184.79K | -1.4% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 183.91K | -15.6% | $7.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 36.44K | +18.6% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 23.38K | +11.5% | $959,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 22.73K | +39.8% | $933,175 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Focus Partners Wealth | 17.13K | -0.1% | $703,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 11.78K | -12.6% | $483,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 8.37K | 0.0% | $343,469 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Captrust Financial Advisors | 7.20K | 0.0% | $295,633 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 5.72K | 0.0% | $235,070 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Barclays Plc | 4.82K | -0.6% | $197,910 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 13.71K | +193.9% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 3.10K | Nieuw | $127,287 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 472 | +26.9% | $19,107 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wells Fargo & Company/Mn | $127,287 | 0.0% |
Verlaten
| UBS Group AG | $42,614 | was 0.0% |
| Royal Bank Of Canada | $9,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 95 houders, 2.98M aandelen, $111.45M 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.