IDNA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +2.7% ·
netto nieuwe posities +4.3%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 23.02K | $930,324 | n/a | n/a |
| Q2 2026 | 25 | +2 | 1.83M | $61.60M | +3 | −1 |
| Q1 2026 | 23 | +1 | 1.52M | $44.24M | +4 | −3 |
| Q4 2025 | 22 | 0 | 1.48M | $38.79M | n/a | n/a |
| Q3 2025 | 2 | +1 | 79.57K | $1.88M | +1 | n/a |
| Q4 2024 | 1 | +1 | 17.02K | $385,163 | +1 | n/a |
| Q2 2024 | 1 | n/a | 39.05K | $902,720 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 486.77K | +0.2% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 458.70K | +32.3% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 114.33K | +14.0% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 94.21K | +50.7% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 76.61K | -45.4% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 72.54K | +14.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 51.85K | -14.8% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 33.10K | +4.4% | $961,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 27.67K | -0.7% | $803,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 24.86K | +5.6% | $722,152 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 20.62K | +5.7% | $576,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 15.32K | +6.1% | $445,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 12.39K | +31.9% | $359,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.16K | +28.0% | $324,166 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 9.64K | +9.2% | $279,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 7.18K | Nieuw | $208,637 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 3.49K | +50.3% | $101,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.41K | Nieuw | $41,052 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 550 | +450.0% | $15,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 500 | -3.9% | $14,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 295 | -10.6% | $8,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 286 | Nieuw | $8,283 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 180 | Nieuw | $5,229 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $208,637 | 0.0% |
| Fifth Third Bancorp | $41,052 | 0.0% |
| National Bank Of Canada /Fi/ | $8,283 | 0.0% |
| Fidelity (FMR) | $5,229 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.37M | was 0.0% |
| Susquehanna International… | $331,434 | was 0.0% |
| Citadel Advisors | $300,923 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 2.13M aandelen, $61.13M 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.