JFR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.6% ·
aandelenstroom +11.7% ·
netto nieuwe posities +7.9%
· 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 | 2 | 0 | 28.98K | $213,462 | n/a | n/a |
| Q2 2026 | 31 | -5 | 29.98M | $229.92M | +1 | −7 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | n/a | n/a |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | n/a |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.11K | $225,869 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 2 | Invesco Ltd. | 2.94M | +0.7% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Loomis Sayles & Co L P | 2.90M | Nieuw | $21.79M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.62M | -9.6% | $19.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.49M | +54.3% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 1.92M | -7.0% | $14.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.58M | +14.0% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Balyasny Asset Management L.P. | 939.19K | -6.4% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 914.69K | +11.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 831.94K | +8.4% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 730.40K | -4.0% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 474.09K | -35.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 453.54K | +16.1% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 305.52K | -0.2% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 304.72K | -44.2% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 298.10K | -7.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 186.80K | -13.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 96.53K | -11.7% | $725,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 74.53K | +87.1% | $560,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | First Trust Advisors Lp | 73.86K | -13.3% | $555,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 62.77K | -4.2% | $471,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 44.44K | Nieuw | $334,176 | 0.0% | New | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 32.04K | -14.3% | $240,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 28.57K | +30.1% | $214,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 23.19K | Nieuw | $174,369 | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 21.84K | 0.0% | $164,196 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 18.04K | -53.8% | $132,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 15.73K | -29.7% | $114,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 14.49K | -65.5% | $108,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 12.89K | Nieuw | $96,953 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 11.27K | +1371.7% | $84,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 10.49K | Nieuw | $78,914 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 5.21K | 0.0% | $39,209 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $35,478 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 36 | TD Waterhouse Canada Inc. | 2.00K | 0.0% | $14,880 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Cwm, Llc | 866 | -81.5% | $6,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 377 | Nieuw | $2,703 | 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
| Loomis Sayles & Co L P | $21.79M | 0.0% |
| Focus Partners Wealth | $334,176 | 0.0% |
| Fifth Third Bancorp | $174,369 | 0.0% |
| Bank of New York Mellon Corp | $96,953 | 0.0% |
| Creative Planning | $78,914 | 0.0% |
| Jones Financial Companies Lllp | $2,703 | 0.0% |
Verlaten
| Citadel Advisors | $212,647 | was 0.0% |
| Hrt Financial Lp | $171,000 | was 0.0% |
| Mml Investors Services, Llc | $97,697 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 184 houders, 59.65M aandelen, $383.70M 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.
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