JOET
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +2.2% ·
netto nieuwe posities +9.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 681.66K | -4.9% | $27.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 457.91K | -9.0% | $18.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 425.27K | +13.7% | $17.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 161.99K | +8.1% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 110.76K | -6.2% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 55.10K | -0.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 50.14K | +57.8% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 25.30K | Nieuw | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 24.57K | +137.9% | $983,737 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 21.32K | -40.7% | $853,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 16.84K | +1730.1% | $673,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 11.84K | Nieuw | $473,835 | 0.0% | New | 1 | SEC ↗ |
| 13 | Creative Planning | 11.77K | -2.4% | $471,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 9.74K | -5.9% | $389,944 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 5.86K | Nieuw | $234,376 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 4.64K | -10.3% | $185,830 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.94K | -27.6% | $77,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 556 | Nieuw | $22,257 | 0.0% | New | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 400 | 0.0% | $16,012 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 100 | Nieuw | $4,003 | 0.0% | New | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 54 | Nieuw | $2,103 | 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
| Two Sigma Investments | $1.01M | 0.0% |
| Jane Street Group, Llc | $473,835 | 0.0% |
| Fifth Third Bancorp | $234,376 | 0.0% |
| Northwestern Mutual Wealth… | $22,257 | 0.0% |
| Russell Investments Group… | $4,003 | 0.0% |
| JPMorgan Chase | $2,103 | 0.0% |
Verlaten
| Commonwealth Equity Services… | $202,823 | was 0.0% |
| Simplex Trading, Llc | $62,370 | was 0.0% |
| Group One Trading Llc | $4,200 | was 0.0% |
| Citigroup Inc | $42 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 51 houders, 2.77M aandelen, $102.63M 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.