HMOP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom +12.5% ·
netto nieuwe posities -8.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 7.87M | $308.15M | — | −2 |
| Q1 2026 | 26 | +2 | 7.14M | $290.71M | +2 | — |
| Q4 2025 | 24 | 0 | 6.72M | $262.61M | — | — |
| Q3 2025 | 3 | +1 | 238.26K | $9.29M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.69M | -5.0% | $66.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.64M | +5.1% | $64.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.64M | +5.1% | $64.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.64M | +5.1% | $64.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.29M | +21.5% | $50.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.12M | +3.6% | $43.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.12M | +3.6% | $43.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 406.29K | +45.6% | $15.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 371.24K | — | $14.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 293.03K | -0.7% | $11.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 245.36K | +20.8% | $9.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 245.36K | +20.8% | $9.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 245.36K | +20.8% | $9.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 167.89K | -4.4% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 123.36K | +28.5% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 105.12K | +20.7% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 75.03K | -4.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 73.51K | +66.6% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 70.41K | -38.5% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 65.99K | +34.9% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 48.52K | +4851900.0% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 48.52K | +4851900.0% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 34.89K | +20.3% | $1.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Captrust Financial Advisors | 19.29K | -3.5% | $755,096 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 16.05K | +91.6% | $628,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.18K | -10.8% | $164,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 3.04K | 0.0% | $119,062 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.39K | -9.7% | $93,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 279 | +2.2% | $10,954 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 279 | +2.2% | $10,954 | 0.0% | ▲ Add | 4 | 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
| Susquehanna International… | $749,735 | was 0.0% |
| UBS Group AG | $194 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 14.90M aandelen, $587.68M 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.