IJAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.28M | $48.65M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.42M | $51.53M | +5 | −1 |
| Q4 2025 | 16 | 0 | 938.50K | $33.96M | +1 | −1 |
| Q3 2025 | 3 | — | 107.10K | $3.77M | — | — |
| Q4 2024 | 1 | +1 | 17.23K | $520,677 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Blair William & Co/Il | 339.22K | +60.0% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 182.62K | +15.3% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 180.73K | Nieuw | $6.56M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 135.83K | +4.0% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 135.83K | +4.0% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 111.10K | +25.1% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 108.53K | +127.2% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 101.22K | +0.6% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 66.23K | +8.7% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 36.70K | -29.0% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 29.37K | +28.9% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 27.62K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 24.88K | Nieuw | $902,465 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 23.89K | +51.5% | $866,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 19.19K | Nieuw | $696,177 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 17.85K | Nieuw | $647,598 | 0.0% | New | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 8.73K | +11.3% | $316,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 4.29K | 0.0% | $155,496 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 1.60K | 0.0% | $58,048 | 0.0% | Held | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 475 | -98.1% | $16,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 290 | 0.0% | $10,521 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Us Bancorp \De\ | $6.56M | 0.0% |
| Creative Planning | $1.00M | 0.0% |
| Susquehanna International… | $902,465 | 0.0% |
| Goldman Sachs Group | $696,177 | 0.0% |
| Cerity Partners LLC | $647,598 | 0.0% |
Verlaten
| Citadel Advisors | $352,018 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 5.08M aandelen, $183.13M 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.