MEAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom -5.3% ·
netto nieuwe posities +2.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 9.80M | $493.65M | +2 | −3 |
| Q1 2026 | 35 | 0 | 9.89M | $497.68M | +2 | −2 |
| Q4 2025 | 35 | +1 | 9.88M | $497.02M | +1 | — |
| Q3 2025 | 4 | 0 | 4.15M | $209.39M | — | — |
| Q2 2025 | 2 | +1 | 49.63K | $2.50M | +1 | — |
| Q4 2024 | 1 | +1 | 6.39K | $319,031 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.21M | -6.0% | $161.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.21M | -6.0% | $161.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.21M | -6.0% | $161.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Captrust Financial Advisors | 1.47M | — | $73.98M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.17M | — | $59.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.17M | — | $59.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.17M | — | $59.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 672.92K | — | $33.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 485.30K | — | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 379.79K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 307.37K | — | $15.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 298.63K | -55.0% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 298.63K | -55.0% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 231.99K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 231.99K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 201.76K | — | $10.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 194.73K | — | $9.80M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 182.24K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 182.24K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 170.19K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 166.35K | — | $8.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 114.80K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 79.81K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 72.46K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 72.46K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 54.91K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 54.91K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 52.24K | +4.3% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passief) | 52.24K | +4.3% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 51.96K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 51.96K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 51.96K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 51.96K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 49.87K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 49.70K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 33.47K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 32.17K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 28.17K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 24.69K | +84.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Creative Planning | 22.58K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 19.99K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 11.82K | — | $594,878 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 9.17K | — | $461,368 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Corient Private Wealth LP | 8.99K | — | $452,578 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 8.99K | — | $452,578 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 6.01K | Nieuw | $302,423 | 0.0% | New | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 5.61K | — | $282,509 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 8 | — | $403 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1 | — | $49 | 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
| Goldman Sachs Group | $302,423 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 20.85M aandelen, $1.02B 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.