JHMD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom +1.7% ·
netto nieuwe posities -3.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 8.64M | $383.60M | +3 | −3 |
| Q1 2026 | 28 | +1 | 15.35M | $649.30M | +3 | −2 |
| Q4 2025 | 27 | -1 | 15.19M | $630.83M | — | −1 |
| Q3 2025 | 5 | +2 | 765.33K | $30.60M | +2 | — |
| Q2 2025 | 1 | -1 | 2.42K | $92,453 | — | −1 |
| Q1 2025 | 1 | +1 | 16.92K | $591,494 | +1 | — |
| Q3 2024 | 1 | 0 | 35.80K | $1.27M | — | — |
| Q2 2024 | 1 | — | 75.04K | $2.50M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 8.50M | — | $353.18M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.05M | — | $43.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 998.36K | — | $41.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 995.41K | +47.2% | $41.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 797.92K | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 715.52K | — | $29.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 555.24K | — | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 519.93K | — | $21.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 200.00K | — | $8.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 183.70K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 148.09K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 129.68K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 110.80K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 78.64K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 55.85K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 55.29K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 22.76K | — | $945,347 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 21.58K | — | $896,176 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 13.01K | -50.3% | $540,194 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Cwm, Llc | 10.96K | — | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 6.54K | — | $271,807 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.90K | -39.5% | $244,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.63K | -4.7% | $109,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.05K | — | $85,149 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.77K | — | $73,524 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Assetmark, Inc | 1.16K | — | $48,175 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 332 | — | $13,788 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.01M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 82 houders, 18.47M aandelen, $730.44M 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.