LOWC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +4.5% ·
netto nieuwe posities +5.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.64M | $75.30M | n/a | −1 |
| Q1 2026 | 20 | +1 | 1.64M | $66.78M | +1 | n/a |
| Q4 2025 | 19 | +1 | 1.57M | $67.43M | +1 | n/a |
| Q3 2025 | 3 | -1 | 1.06M | $44.92M | n/a | −1 |
| Q2 2025 | 3 | 0 | 1.15M | $45.59M | n/a | n/a |
| Q1 2025 | 2 | 0 | 1.10M | $38.93M | n/a | n/a |
| Q4 2024 | 2 | 0 | 1.03M | $37.22M | n/a | n/a |
| Q3 2024 | 1 | +1 | 105.16K | $3.92M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 978.30K | +0.3% | $39.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 190.08K | +1.1% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 70.29K | -0.1% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 69.21K | +25.9% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 57.97K | -17.1% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 52.23K | +8.6% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 40.11K | +69.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 39.55K | Nieuw | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 36.56K | +13.0% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 34.39K | +1.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 18.71K | -0.1% | $760,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 16.06K | -17.3% | $652,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 9.57K | +16.3% | $377,650 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 8.09K | 0.0% | $328,660 | 0.0% | Held | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 7.60K | 0.0% | $308,906 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 5.37K | +1.6% | $218,403 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Franklin Resources Inc | 5.10K | 0.0% | $207,292 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Cwm, Llc | 3.44K | +21.1% | $140,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 618 | +62.6% | $25,136 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $25 | 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
| Citadel Advisors | $1.61M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 1.90M aandelen, $71.59M 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.