IQI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +1.5% ·
netto nieuwe posities -6.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -2 | 5.51M | $55.80M | +1 | −3 |
| Q1 2026 | 33 | +2 | 5.46M | $52.54M | +3 | −1 |
| Q4 2025 | 31 | +1 | 6.13M | $61.09M | +1 | — |
| Q3 2025 | 2 | — | 746.20K | $7.35M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.15M | -1.9% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.15M | -1.9% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 944.33K | +24.2% | $9.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 944.33K | +24.2% | $9.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 595.15K | +3.3% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 488.67K | +4.5% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 488.67K | +4.5% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Allianz Asset Management GmbH | 461.60K | 0.0% | $4.67M | 0.0% | Held | 3 | SEC ↗ |
| 9 | UBS Group AG | 235.94K | +4.8% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 233.96K | -4.5% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 206.17K | +1.5% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 197.56K | -0.7% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 153.18K | +5.4% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 140.99K | -29.5% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 120.43K | +48.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 120.43K | +48.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 103.71K | -0.4% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Lido Advisors, LLC | 101.61K | -0.7% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 75.25K | 0.0% | $761,550 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 75.25K | 0.0% | $761,550 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 59.54K | 0.0% | $602,585 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 55.56K | 0.0% | $562,267 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 52.32K | +4.9% | $529,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 32.06K | -8.6% | $324,504 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 22.95K | +101.3% | $232,294 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 16.76K | +61.8% | $169,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 13.98K | -75.0% | $141,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 13.98K | -75.0% | $141,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 13.47K | Nieuw | $136,316 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 12.39K | 0.0% | $125,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | First Trust Advisors Lp | 10.87K | -27.4% | $109,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.89K | 0.0% | $39,279 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 3.29K | 0.0% | $33,244 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Citigroup Inc | 3.06K | 0.0% | $30,947 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 500 | 0.0% | $5,060 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 1 | 0.0% | $10 | 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
| Envestnet Asset Management Inc | $136,316 | 0.0% |
Verlaten
| Mariner, LLC | $735,112 | was 0.0% |
| Hrt Financial Lp | $135,000 | was 0.0% |
| Northwestern Mutual Wealth… | $24,598 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 104 houders, 10.58M aandelen, $88.58M 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.