JSMD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +18.7% ·
netto nieuwe posities +3.6%
· 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 | 20.49K | $1.85M | n/a | −1 |
| Q2 2026 | 30 | +3 | 4.42M | $447.30M | +5 | −3 |
| Q1 2026 | 28 | +1 | 4.32M | $342.59M | +2 | −1 |
| Q4 2025 | 27 | 0 | 3.64M | $296.84M | +1 | −1 |
| Q3 2025 | 5 | 0 | 747.36K | $62.49M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.59K | $589,678 | +1 | n/a |
| Q3 2024 | 1 | 0 | 3.02K | $218,904 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.04K | $1.40M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.05M | +35.8% | $83.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 670.37K | +7.0% | $53.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 641.43K | -0.8% | $50.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 447.93K | +33.0% | $35.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 338.89K | +22.8% | $26.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 278.96K | +16.4% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 247.44K | +251.1% | $19.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 98.61K | +52.1% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 96.46K | +52.4% | $7.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 94.94K | -5.3% | $7.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 70.27K | +2.8% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 48.05K | +3.2% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 40.92K | +313.7% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 36.98K | -81.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 31.39K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 31.00K | +409.7% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 27.54K | +1.4% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 19.52K | -49.0% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 12.84K | +316.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 10.60K | 0.0% | $841,031 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 9.49K | Nieuw | $753,092 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 4.53K | -4.8% | $359,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.90K | -19.2% | $150,983 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Us Bancorp \De\ | 1.63K | -3.5% | $129,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 378 | +2.2% | $29,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 246 | +24500.0% | $19,559 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 244 | -71.1% | $18,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 167 | -32.9% | $13,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Baird Financial Group, Inc. | $2.49M | 0.0% |
| Fifth Third Bancorp | $753,092 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.66M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 123 houders, 7.69M aandelen, $557.22M 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.