LCTU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -2.2% ·
netto nieuwe posities +3.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 28.27K | $2.34M | n/a | n/a |
| Q2 2026 | 28 | +1 | 7.27M | $582.05M | +4 | −3 |
| Q1 2026 | 28 | 0 | 7.68M | $537.34M | +3 | −3 |
| Q4 2025 | 28 | 0 | 8.10M | $600.37M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.58M | $114.77M | +1 | −1 |
| Q2 2025 | 2 | 0 | 7.88K | $529,902 | n/a | n/a |
| Q1 2025 | 1 | +1 | 21.74K | $1.32M | +1 | n/a |
| Q3 2024 | 1 | +1 | 22.25K | $1.40M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.22M | -4.7% | $338.05M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.23M | +1.6% | $98.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 730.45K | -2.2% | $58.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 280.59K | -4.0% | $22.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 232.62K | +14.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Assetmark, Inc | 112.78K | -4.4% | $9.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 101.94K | +6.8% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Cerity Partners LLC | 65.14K | +7.2% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 50.37K | -8.4% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 41.48K | +2.2% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 41.40K | +80.7% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 37.72K | +7.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Wealth Enhancement Advisory… | 31.60K | Nieuw | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 23.53K | -55.3% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 23.45K | +3.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 14.08K | Nieuw | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 8.77K | +7.5% | $703,163 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Russell Investments Group, Ltd. | 4.26K | Nieuw | $341,482 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.52K | -2.4% | $282,243 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 3.38K | -37.9% | $271,145 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 2.90K | -9.1% | $232,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 1.85K | -3.3% | $148,457 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 23 | Morgan Stanley ✦ | 1.29K | -43.0% | $103,566 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 24 | Pnc Financial Services Group, Inc. | 1.13K | -12.9% | $90,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 903 | +22.2% | $72,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 473 | +30.7% | $37,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 206 | Nieuw | $16,212 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 25 | 0.0% | $2,004 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $2.57M | 0.0% |
| Mercer Global Advisors Inc… | $1.13M | 0.0% |
| Russell Investments Group… | $341,482 | 0.0% |
| Jones Financial Companies Lllp | $16,212 | 0.0% |
Verlaten
| Hrt Financial Lp | $737,000 | was 0.0% |
| Mariner, LLC | $398,393 | was 0.0% |
| Bank Of Montreal /Can/ | $22,795 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 194 houders, 15.92M aandelen, $1.06B 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.