GMF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.4% ·
aandelenstroom +17.7% ·
netto nieuwe posities +3.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 382.47K | $60.03M | +3 | −2 |
| Q1 2026 | 28 | -3 | 343.12K | $46.71M | n/a | −3 |
| Q4 2025 | 30 | +1 | 381.55K | $52.95M | +1 | n/a |
| Q3 2025 | 3 | 0 | 51.91K | $7.22M | n/a | n/a |
| Q2 2025 | 1 | -1 | 450 | $56,879 | n/a | −1 |
| Q1 2025 | 1 | 0 | 17.82K | $2.06M | n/a | n/a |
| Q4 2024 | 1 | +1 | 20.73K | $2.40M | +1 | n/a |
| Q2 2024 | 1 | n/a | 13.67K | $1.52M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 97.97K | +12.2% | $15.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Hrt Financial Lp | 56.44K | Nieuw | $8.86M | 0.0% | New | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 51.14K | -12.9% | $8.03M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 38.53K | -41.1% | $6.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 20.29K | Nieuw | $3.18M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 18.30K | 0.0% | $2.87M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 12.53K | +48.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 11.30K | +397.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 10.68K | -2.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 10.13K | -0.5% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 8.02K | -1.8% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Creative Planning | 7.32K | +0.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 6.66K | +0.1% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 6.07K | -0.2% | $952,946 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 5.38K | +0.3% | $844,159 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.62K | -1.2% | $725,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Brown Advisory Inc | 4.42K | -1.2% | $693,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 3.38K | -0.6% | $530,946 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | JPMorgan Chase ✦ | 1.77K | +800.5% | $274,097 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | CIBC Bancorp USA Inc. | 1.58K | -13.8% | $247,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Deutsche Bank Ag\ | 1.34K | 0.0% | $210,340 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 1.29K | Nieuw | $202,492 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 966 | +0.1% | $151,841 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Blair William & Co/Il | 597 | 0.0% | $93,711 | 0.0% | Held | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 553 | +4.1% | $86,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 449 | 0.0% | $70,480 | 0.0% | Held | 5 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 425 | 0.0% | $66,712 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 261 | 0.0% | $40,969 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 55 | 0.0% | $8,633 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $8.86M | 0.0% |
| Goldman Sachs Group | $3.18M | 0.0% |
| Corient Private Wealth LP | $202,492 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.49M | was 0.0% |
| Commonwealth Equity Services… | $1.42M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 1.44M aandelen, $191.39M 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.