MCR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom -2.6% ·
netto nieuwe posities +16.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q1 2026 | 24 | +4 | 10.99M | $66.60M | +5 | −1 |
| Q4 2025 | 20 | +1 | 11.29M | $70.77M | +1 | — |
| Q3 2025 | 2 | — | 8.06M | $51.77M | — | — |
| Q4 2024 | 1 | +1 | 12.87K | $82,123 | +1 | — |
| Q2 2024 | 1 | — | 12.86K | $80,607 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.68M | -5.2% | $46.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.68M | -5.2% | $46.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.68M | -5.2% | $46.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Allspring Global Investments… | 1.36M | +6.8% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 489.52K | -0.7% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 381.61K | +2.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 209.97K | -0.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 209.97K | -0.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 135.91K | +0.2% | $823,634 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 117.46K | +12.1% | $711,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 117.46K | +12.1% | $711,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 112.31K | -0.8% | $680,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 112.31K | -0.8% | $680,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 112.31K | -0.8% | $680,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 110.45K | -7.8% | $669,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 85.89K | +30.5% | $520,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 78.38K | -6.8% | $474,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 76.20K | -9.0% | $461,774 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 40.90K | -20.2% | $247,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 31.94K | -6.6% | $194,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 17.77K | Nieuw | $107,704 | 0.0% | New | 1 | SEC ↗ |
| 22 | Creative Planning | 16.05K | Nieuw | $97,236 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 13.29K | -23.3% | $80,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 12.38K | Nieuw | $75,035 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 11.74K | -1.1% | $69,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 3.40K | Nieuw | $20,616 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 2.80K | 0.0% | $16,980 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 2.11K | Nieuw | $12,768 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 474 | 0.0% | $2,874 | 0.0% | Held | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 285 | 0.0% | $1,679 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $107,704 | 0.0% |
| Creative Planning | $97,236 | 0.0% |
| Jane Street Group, Llc | $75,035 | 0.0% |
| Fifth Third Bancorp | $20,616 | 0.0% |
| Us Bancorp \De\ | $12,768 | 0.0% |
Verlaten
| Millennium Management | $75,955 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 65 houders, 17.37M aandelen, $78.62M 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.