KBWY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +7.2% ·
netto nieuwe posities +11.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 2.27M | $42.19M | +4 | −1 |
| Q1 2026 | 24 | +1 | 2.12M | $32.36M | +3 | −2 |
| Q4 2025 | 23 | +3 | 2.23M | $34.35M | +4 | −1 |
| Q3 2025 | 2 | -2 | 766.94K | $12.23M | +1 | −3 |
| Q2 2025 | 3 | -1 | 74.67K | $1.17M | +1 | −2 |
| Q1 2025 | 3 | +1 | 136.15K | $2.27M | +1 | — |
| Q4 2024 | 2 | -1 | 111.74K | $2.00M | +1 | −2 |
| Q3 2024 | 3 | +2 | 70.49K | $1.49M | +2 | — |
| Q2 2024 | 1 | — | 44.27K | $789,423 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 747.55K | +3.9% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 623.63K | -6.8% | $11.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 168.15K | 0.0% | $3.12M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 146.25K | +167.9% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 146.25K | +167.9% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 132.44K | +112.0% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 98.00K | +19.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 98.00K | +19.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 94.20K | +13.4% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 43.58K | +48.2% | $809,181 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 43.58K | +48.2% | $809,181 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 42.88K | +21.4% | $802,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 36.67K | +54.5% | $680,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 36.67K | +54.5% | $680,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 35.69K | +40.7% | $662,709 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 24.60K | -57.2% | $456,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 21.37K | +7.9% | $396,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 15.80K | +204.2% | $294,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 15.80K | +204.2% | $294,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 13.87K | +10.0% | $257,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 10.40K | +42.0% | $193,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 10.40K | +42.0% | $193,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 10.40K | +42.0% | $193,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $110,046 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.52K | -11.6% | $84,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 2.73K | +273000.0% | $50,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.96K | 0.0% | $36,304 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 450 | Nieuw | $8,357 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 315 | Nieuw | $5,903 | 0.0% | New | 1 | SEC ↗ |
| 30 | Simplex Trading, Llc | 236 | Nieuw | $4,382 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 206 | -95.9% | $3,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 32 | -34.7% | $594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 5 | Nieuw | $93 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 1 | 0.0% | $19 | 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
| Us Bancorp \De\ | $8,357 | 0.0% |
| JPMorgan Chase | $5,903 | 0.0% |
| Simplex Trading, Llc | $4,382 | 0.0% |
| Bnp Paribas Financial Markets | $93 | 0.0% |
Verlaten
| Citadel Advisors | $690,457 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 2.98M aandelen, $45.41M 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.