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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.9% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 6.32M | $276.15M | +2 | −2 |
| Q1 2026 | 27 | +3 | 6.09M | $215.08M | +4 | −1 |
| Q4 2025 | 24 | -1 | 5.09M | $178.82M | — | −1 |
| Q3 2025 | 4 | -1 | 1.01M | $33.87M | — | −1 |
| Q2 2025 | 3 | +2 | 103.28K | $3.41M | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.93M | +5.1% | $84.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.34M | +10.9% | $58.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 682.39K | +2.2% | $29.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 682.39K | +2.2% | $29.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Cetera Investment Advisers | 519.66K | -2.1% | $22.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 515.30K | +11.9% | $22.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 515.30K | +11.9% | $22.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 515.30K | +11.9% | $22.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 233.76K | +8.6% | $10.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 233.76K | +8.6% | $10.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 230.48K | -3.2% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 230.48K | -3.2% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 146.85K | +22.6% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 113.11K | +24.2% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 94.86K | +994.7% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 90.55K | +0.9% | $3.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 90.55K | +0.9% | $3.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 89.65K | -3.3% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 77.56K | 0.0% | $3.39M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 60.80K | +3.1% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 58.86K | -79.3% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 42.92K | +5.7% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 17.74K | +0.5% | $775,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cibc World Market Inc. | 15.88K | +8.3% | $694,027 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 15.03K | +44.2% | $657,039 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 14.81K | Nieuw | $647,957 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 14.81K | Nieuw | $647,957 | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 12.23K | Nieuw | $534,399 | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 12.23K | Nieuw | $534,399 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 8.97K | -1.3% | $392,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 7.33K | +33.2% | $320,364 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fifth Third Bancorp | 686 | 0.0% | $29,985 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 53 | 0.0% | $2,317 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | -99.9% | $34 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cerity Partners LLC | $647,957 | 0.0% |
| Cerity Partners LLC | $647,957 | 0.0% |
| Marshall Wace | $534,399 | 0.0% |
| Marshall Wace | $534,399 | 0.0% |
Verlaten
| Citadel Advisors | $233,690 | was 0.0% |
| Citigroup Inc | $7,074 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 117 houders, 13.31M aandelen, $428.23M 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.