LGI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.5% ·
aandelenstroom +0.3% ·
netto nieuwe posities -14.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -2 | 1.44M | $26.58M | +1 | −3 |
| Q1 2026 | 17 | +3 | 1.43M | $23.08M | +3 | — |
| Q4 2025 | 14 | 0 | 1.39M | $24.28M | — | — |
| Q3 2025 | 1 | -1 | 475.35K | $8.22M | — | −1 |
| Q2 2025 | 1 | +1 | 67.39K | $1.13M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 461.53K | -0.1% | $8.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 461.53K | -0.1% | $8.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 184.99K | -0.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 184.99K | -0.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 180.55K | +4.7% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 125.77K | +1.3% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 124.69K | +2.1% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 124.69K | +2.1% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 115.66K | +3.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 93.07K | -3.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 93.07K | -3.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 38.17K | -10.0% | $705,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.57K | -0.7% | $583,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 24.12K | +40.9% | $452,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 21.33K | +10.3% | $394,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 15.93K | Nieuw | $294,442 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.07K | +31.9% | $260,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 6.51K | -19.0% | $120,286 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cetera Investment Advisers | $294,442 | 0.0% |
Verlaten
| Susquehanna International… | $269,266 | was 0.0% |
| Hrt Financial Lp | $169,000 | was 0.0% |
| TD Waterhouse Canada Inc. | $18,073 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 2.04M aandelen, $32.43M 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.