LSGR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +22.5% ·
netto nieuwe posities +20.0%
— 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 | 24 | 0 | 16.27M | $685.27M | +6 | −6 |
| Q1 2026 | 24 | +7 | 14.86M | $585.29M | +7 | — |
| Q4 2025 | 17 | -1 | 12.13M | $542.79M | — | −1 |
| Q3 2025 | 1 | +1 | 8.58K | $380,905 | +1 | — |
| Q2 2024 | 1 | — | 8.25K | $280,211 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Loomis Sayles & Co L P | 7.49M | +1.5% | $294.91M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 7.49M | +1.5% | $294.91M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.23M | +27.7% | $87.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.89M | +55.3% | $74.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.89M | +55.3% | $74.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.89M | +55.3% | $74.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 1.15M | +33.4% | $45.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 1.15M | +33.4% | $45.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 1.15M | +33.4% | $45.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 472.01K | +421.3% | $18.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 472.01K | +421.3% | $18.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 412.29K | +47.1% | $16.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 257.99K | +8.2% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 225.99K | Nieuw | $8.90M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 215.80K | +152.3% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 198.21K | +93.0% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 198.21K | +93.0% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 198.21K | +93.0% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 109.43K | +711.1% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 98.88K | +60.4% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 27.80K | Nieuw | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 26.03K | +62.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 18.08K | +157.0% | $712,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 14.75K | +5.5% | $581,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 8.20K | -40.1% | $323,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 7.17K | Nieuw | $282,229 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 5.25K | +16.6% | $207,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.00K | Nieuw | $78,780 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.00K | +243.2% | $39,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 571 | Nieuw | $22,492 | 0.0% | New | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 454 | Nieuw | $17,856 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 154 | Nieuw | $5,827 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| UBS AM, a distinct business… | $8.90M | 0.0% |
| Baird Financial Group, Inc. | $1.10M | 0.0% |
| D. E. Shaw & Co. | $282,229 | 0.0% |
| Rockefeller Capital… | $78,780 | 0.0% |
| Fifth Third Bancorp | $22,492 | 0.0% |
| National Bank Of Canada /Fi/ | $17,856 | 0.0% |
| Jones Financial Companies Lllp | $5,827 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 17.15M aandelen, $675.46M 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.