KBA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -8.5% ·
netto nieuwe posities -5.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.02M | $34.98M | +3 | −2 |
| Q1 2026 | 19 | -1 | 945.02K | $28.60M | +2 | −3 |
| Q4 2025 | 20 | -1 | 1.03M | $31.93M | — | −1 |
| Q3 2025 | 5 | +2 | 614.74K | $18.49M | +2 | — |
| Q2 2025 | 1 | -2 | 85.42K | $2.07M | — | −2 |
| Q1 2025 | 2 | 0 | 17.09K | $403,548 | — | — |
| Q4 2024 | 2 | +2 | 98.84K | $2.32M | +2 | — |
| Q2 2024 | 2 | — | 40.10K | $872,977 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 280.59K | -10.5% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 280.59K | -10.5% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 94.33K | +74.0% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 94.33K | +74.0% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 88.04K | +14.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 85.40K | +9.2% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 85.40K | +9.2% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 68.83K | -2.8% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 57.53K | +0.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 57.53K | +0.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 52.43K | +260.4% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 44.48K | +39.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 44.48K | +39.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 44.48K | +39.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 44.48K | +39.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 40.96K | -52.0% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 36.39K | Nieuw | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 33.34K | 0.0% | $1.01M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 20.84K | -0.5% | $630,725 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 20.84K | -0.5% | $630,725 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 15.30K | -71.0% | $462,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 9.04K | 0.0% | $273,619 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 9.04K | 0.0% | $273,619 | 0.0% | Held | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 8.00K | -7.5% | $242,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.36K | Nieuw | $131,873 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 3.66K | 0.0% | $110,752 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 3.66K | 0.0% | $110,752 | 0.0% | Held | 2 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 971 | -59.7% | $29,312 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 529 | -86.1% | $16,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| HighTower Advisors, LLC | $1.10M | 0.0% |
| Fifth Third Bancorp | $131,873 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.95M | was 0.0% |
| Hrt Financial Lp | $1.08M | was 0.0% |
| Corient Private Wealth LP | $554,098 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 41 houders, 1.15M aandelen, $34.53M 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.