IDNA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +19.8% ·
netto nieuwe posities +8.0%
— 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 | 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 | — | — |
| Q3 2025 | 2 | +1 | 79.57K | $1.88M | +1 | — |
| Q4 2024 | 1 | +1 | 17.02K | $385,163 | +1 | — |
| Q2 2024 | 1 | — | 39.05K | $902,720 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 493.57K | +1.4% | $16.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 493.57K | +1.4% | $16.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 114.93K | Nieuw | $3.88M | 0.0% | New | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 111.05K | -2.9% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 95.35K | +283.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 95.35K | +283.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 81.34K | -13.7% | $2.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 81.34K | -13.7% | $2.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Raymond James Financial Inc | 75.46K | -1.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 75.46K | -1.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 71.50K | -1.4% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Lido Advisors, LLC | 38.01K | +14.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 27.65K | -0.1% | $933,210 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 24.57K | +19.2% | $812,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 21.62K | Nieuw | $725,432 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 21.46K | Nieuw | $724,376 | 0.0% | New | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 20.13K | +62.5% | $679,353 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 18.65K | +159.6% | $629,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 16.35K | +69.7% | $551,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 15.78K | +41.4% | $532,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 15.78K | +41.4% | $532,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 15.64K | +2.1% | $527,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 5.19K | +48.7% | $175,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 897 | +213.6% | $30,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 550 | 0.0% | $18,563 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 500 | 0.0% | $16,875 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 94 | -47.8% | $3,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 2 | -99.3% | $68 | 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
| Jane Street Group, Llc | $3.88M | 0.0% |
| Wealth Enhancement Advisory… | $725,432 | 0.0% |
| Citadel Advisors | $724,376 | 0.0% |
Verlaten
| Fifth Third Bancorp | $41,052 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.