HTAB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.0% ·
aandelenstroom -0.3% ·
netto nieuwe posities -17.6%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 7.80M | $149.61M | +1 | −1 |
| Q1 2026 | 17 | -3 | 7.90M | $150.02M | +2 | −5 |
| Q4 2025 | 20 | 0 | 7.92M | $151.70M | +1 | −1 |
| Q3 2025 | 3 | 0 | 84.15K | $1.61M | n/a | n/a |
| Q2 2025 | 1 | 0 | 18.25K | $341,420 | n/a | n/a |
| Q1 2025 | 1 | 0 | 20.01K | $383,611 | n/a | n/a |
| Q4 2024 | 1 | +1 | 40.20K | $778,272 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.19M | 0.0% | $41.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.15M | -5.2% | $21.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 939.03K | -1.3% | $17.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 903.25K | -5.5% | $17.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 767.05K | +14.0% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 665.54K | +18.6% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 310.01K | +3.5% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 292.55K | +12.2% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 253.01K | +3.6% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 161.41K | -2.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 119.88K | +6.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 50.92K | -7.2% | $967,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 41.74K | +3.1% | $793,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 27.53K | -79.3% | $523,146 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 18.00K | Nieuw | $341,981 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 6.04K | Nieuw | $114,722 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 3.07K | +2746.3% | $58,414 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| HighTower Advisors, LLC | $341,981 | 0.0% |
| Rockefeller Capital… | $114,722 | 0.0% |
Verlaten
| Citadel Advisors | $758,378 | was 0.0% |
| AQR Capital Management | $255,726 | was 0.0% |
| Mml Investors Services, Llc | $242,085 | was 0.0% |
| Wells Fargo & Company/Mn | $26,331 | was 0.0% |
| UBS Group AG | $6,339 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 12.22M aandelen, $230.61M 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.