METV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom -6.5% ·
netto nieuwe posities +6.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 500 | $8,413 | n/a | −1 |
| Q2 2026 | 26 | -5 | 443.18K | $8.17M | +2 | −7 |
| Q1 2026 | 31 | +2 | 989.51K | $45.90M | +5 | −3 |
| Q4 2025 | 29 | +2 | 1.06M | $19.87M | +2 | n/a |
| Q3 2025 | 4 | -2 | 127.85K | $2.63M | n/a | −2 |
| Q2 2025 | 4 | +1 | 236.36K | $4.03M | +1 | n/a |
| Q1 2025 | 2 | 0 | 55.85K | $753,430 | n/a | n/a |
| Q4 2024 | 2 | 0 | 214.77K | $3.09M | +1 | −1 |
| Q3 2024 | 2 | -1 | 27.57K | $371,946 | n/a | −1 |
| Q2 2024 | 3 | n/a | 61.99K | $808,970 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 54.66K | Nieuw | $31.01M | 0.0% | New | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 459.46K | +11.0% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 127.29K | -33.2% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 57.50K | -12.8% | $915,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 52.02K | +5.8% | $828,688 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Susquehanna International Group, Llp | 48.74K | +235.3% | $776,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Creative Planning | 43.85K | +105.8% | $698,497 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 25.40K | -40.5% | $404,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 19.64K | -13.5% | $312,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealthfront Advisers LLC | 18.34K | +2.5% | $292,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 15.59K | -8.2% | $248,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 14.92K | -0.3% | $237,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.04K | -27.1% | $223,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 10.77K | Nieuw | $171,487 | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 10.65K | -3.2% | $169,588 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 4.01K | +10.7% | $64,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Fidelity (FMR) ✦ | 2.59K | -34.2% | $41,197 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 2.45K | -39.2% | $39,076 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 1.48K | 0.0% | $23,497 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.03K | Nieuw | $16,360 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.01K | 0.0% | $16,088 | 0.0% | Held | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 936 | +33.7% | $14,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 800 | 0.0% | $12,104 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 715 | 0.0% | $11,390 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 500 | 0.0% | $7,965 | 0.0% | Held | 2 | SEC ↗ |
| 26 | UBS Group AG | 431 | -70.5% | $6,866 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 282 | -73.9% | $4,304 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Jones Financial Companies Lllp | 200 | Nieuw | $3,046 | 0.0% | New | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 158 | +122.5% | $2,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Group One Trading Llc | 46 | -84.7% | $733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 20 | Nieuw | $319 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Corient Private Wealth LP | $31.01M | 0.0% |
| Envestnet Asset Management Inc | $171,487 | 0.0% |
| Wells Fargo & Company/Mn | $16,360 | 0.0% |
| Jones Financial Companies Lllp | $3,046 | 0.0% |
| Russell Investments Group… | $319 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.53M | was 0.0% |
| Citadel Advisors | $1.05M | was 0.0% |
| Simplex Trading, Llc | $901 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 1.66M aandelen, $82.97M 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.