INCM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.0% ·
aandelenstroom +23.2% ·
netto nieuwe posities +10.7%
· 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 | 693.31K | $19.89M | n/a | −1 |
| Q2 2026 | 28 | +1 | 21.51M | $621.07M | +2 | −1 |
| Q1 2026 | 28 | +3 | 18.77M | $539.86M | +3 | n/a |
| Q4 2025 | 25 | 0 | 15.24M | $427.59M | n/a | n/a |
| Q3 2025 | 3 | 0 | 228.45K | $6.34M | n/a | n/a |
| Q2 2025 | 1 | 0 | 70.58K | $1.91M | n/a | n/a |
| Q1 2025 | 1 | 0 | 29.55K | $786,917 | n/a | n/a |
| Q4 2024 | 1 | +1 | 34.63K | $903,947 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.88K | $255,629 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.88M | +27.7% | $140.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.35M | +8.2% | $67.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.27M | +15.6% | $65.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.63M | +72.1% | $46.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.56M | +16.7% | $44.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.34M | +8.2% | $38.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.23M | +165.1% | $35.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 626.85K | -12.8% | $18.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 621.11K | +7.8% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 580.22K | +3.9% | $16.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 381.50K | +84.0% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 286.71K | +10.2% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 260.92K | -15.3% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 246.88K | +6.4% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 135.74K | -2.6% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 134.17K | +129.8% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Envestnet Asset Management Inc | 75.94K | +74.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 37.54K | +39.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 33.54K | -56.1% | $964,189 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 31.51K | +45.4% | $905,800 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 25.53K | +8.7% | $732,341 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Citadel Advisors ✦ | 20.59K | -53.1% | $591,963 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Fifth Third Bancorp | 5.00K | Nieuw | $143,750 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.60K | Nieuw | $103,587 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 1.80K | +43.0% | $51,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Franklin Resources Inc | 898 | +32.1% | $25,818 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 182 | Nieuw | $5,233 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 110 | -78.0% | $3,162 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $143,750 | 0.0% |
| Us Bancorp \De\ | $103,587 | 0.0% |
| UBS Group AG | $5,233 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 25.20M aandelen, $715.98M 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.