JRS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom +3.6% ·
netto nieuwe posities -9.1%
— 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 | 22 | -2 | 3.93M | $33.10M | +2 | −4 |
| Q1 2026 | 24 | +1 | 3.79M | $28.27M | +1 | — |
| Q4 2025 | 23 | 0 | 3.66M | $28.03M | — | — |
| Q3 2025 | 2 | 0 | 1.69M | $13.81M | — | — |
| Q2 2025 | 1 | +1 | 19.79K | $153,982 | +1 | — |
| Q4 2024 | 1 | +1 | 14.79K | $127,664 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.80M | +7.3% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.80M | +7.3% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.80M | +7.3% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.80M | +7.3% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 681.02K | +8.9% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 340.48K | +63.4% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 340.48K | +63.4% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 227.93K | +4.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 141.81K | -7.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 132.16K | -26.6% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 117.12K | -3.1% | $987,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 117.12K | -3.1% | $987,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 105.64K | +11.3% | $890,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 105.64K | +11.3% | $890,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 73.95K | -31.3% | $627,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 57.14K | +0.2% | $481,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 54.27K | -4.1% | $457,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 54.27K | -4.1% | $457,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 46.88K | +6.1% | $395,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 44.36K | -2.8% | $373,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 35.85K | +79.3% | $302,190 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Truist Financial Corp | 28.82K | 0.0% | $242,911 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 28.82K | 0.0% | $242,911 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 10.50K | Nieuw | $88,552 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.17K | 0.0% | $86,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 10.17K | Nieuw | $85,742 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 6.04K | -1.2% | $50,883 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.75K | 0.0% | $14,761 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.29K | 0.0% | $10,866 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 144 | 0.0% | $1,214 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $88,552 | 0.0% |
| Susquehanna International… | $85,742 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $502,209 | was 0.0% |
| Invesco Ltd. | $305,502 | was 0.0% |
| Mariner, LLC | $97,353 | was 0.0% |
| Jane Street Group, Llc | $92,183 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.