JRS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +3.5% ·
netto nieuwe posities +4.2%
· 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 | 10.16K | $73,232 | n/a | n/a |
| Q2 2026 | 22 | -2 | 3.93M | $33.10M | +2 | −4 |
| Q1 2026 | 24 | +1 | 3.79M | $28.27M | +1 | n/a |
| Q4 2025 | 23 | 0 | 3.66M | $28.03M | n/a | n/a |
| Q3 2025 | 2 | 0 | 1.69M | $13.81M | n/a | n/a |
| Q2 2025 | 1 | +1 | 19.79K | $153,982 | +1 | n/a |
| Q4 2024 | 1 | +1 | 14.79K | $127,664 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +4.0% | $12.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Baird Financial Group, Inc. | 625.38K | +8.1% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 217.34K | -0.6% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 208.41K | +12.0% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 180.13K | +18.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 152.76K | +2.5% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 120.90K | -0.6% | $901,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 107.60K | -16.2% | $802,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 94.92K | +12.8% | $708,121 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 67.32K | +49.7% | $502,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 57.01K | -6.1% | $425,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 56.58K | -18.2% | $422,095 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 45.62K | -2.6% | $340,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 44.18K | -5.8% | $329,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 40.95K | -18.3% | $305,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 28.82K | 0.0% | $214,960 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 20.00K | -24.9% | $149,170 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Mariner, LLC | 13.05K | -21.6% | $97,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 12.36K | -9.0% | $92,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 10.17K | +1.7% | $77,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 6.11K | -45.5% | $45,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.75K | +2.8% | $13,062 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.29K | 0.0% | $9,616 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 144 | Nieuw | $1,074 | 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
| Fifth Third Bancorp | $1,074 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 6.96M aandelen, $51.63M 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.