LEMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +30.0% ·
netto nieuwe posities +2.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -5 | 7.49M | $317.75M | +3 | −8 |
| Q1 2026 | 47 | +10 | 7.28M | $297.14M | +12 | −2 |
| Q4 2025 | 36 | +1 | 6.13M | $254.88M | +2 | −1 |
| Q3 2025 | 5 | -1 | 318.16K | $13.11M | — | −1 |
| Q2 2025 | 5 | 0 | 277.41K | $11.20M | — | — |
| Q1 2025 | 3 | +2 | 33.31K | $1.25M | +2 | — |
| Q4 2024 | 1 | -1 | 9.87K | $356,271 | — | −1 |
| Q3 2024 | 2 | +1 | 27.00K | $1.04M | +1 | — |
| Q2 2024 | 1 | — | 9.87K | $351,838 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 3.37M | +1643.0% | $140.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Envestnet Asset Management Inc | 277.31K | — | $11.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 276.62K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Principal Financial Group Inc | 220.00K | — | $9.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 182.18K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 179.36K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Franklin Resources Inc | 162.58K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 139.08K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 134.62K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Northern Trust Corp | 90.35K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 78.07K | +80.8% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 59.56K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 36.12K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 35.35K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 30.00K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Julius Baer & Co. Ltd, Zurich | 27.39K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 25.71K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 25.31K | +15.6% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Bnp Paribas Financial Markets | 19.63K | — | $816,019 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 19.08K | Nieuw | $793,114 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 17.20K | Nieuw | $715,156 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 14.92K | — | $620,349 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Fisher Asset Management ✦ | 10.25K | +3.9% | $426,258 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Federated Hermes, Inc. | 8.95K | — | $372,176 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 8.73K | — | $362,865 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 5.86K | — | $243,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Truist Financial Corp | 5.49K | — | $228,037 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 5.16K | — | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 3.30K | — | $137,181 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 3.14K | — | $130,571 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 2.88K | — | $119,649 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 873 | — | $36,291 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 205 | — | $8,522 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 71 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 57 | — | $2,350 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $793,114 | 0.0% |
| JPMorgan Chase | $715,156 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $2.05M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 12.88M aandelen, $511.80M 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.