MFDX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +10.1% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 1.92M | $79.83M | +2 | — |
| Q1 2026 | 21 | +5 | 1.74M | $69.28M | +5 | — |
| Q4 2025 | 16 | +2 | 1.86M | $71.38M | +2 | — |
| Q3 2025 | 2 | 0 | 215.79K | $8.02M | — | — |
| Q2 2025 | 1 | -1 | 460 | $16,526 | — | −1 |
| Q1 2025 | 1 | +1 | 6.35K | $202,938 | +1 | — |
| Q3 2024 | 1 | 0 | 6.66K | $216,549 | — | — |
| Q2 2024 | 1 | — | 9.48K | $286,925 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 868.90K | -0.7% | $36.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 329.02K | +3.1% | $13.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 160.60K | +132.5% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 160.60K | +132.5% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 158.83K | +7.2% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 106.31K | +179.8% | $4.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 106.31K | +179.8% | $4.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 64.49K | +3.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 64.49K | +3.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 42.84K | -27.8% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 33.86K | +17.5% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 32.13K | -57.7% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 31.50K | +97.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 25.98K | Nieuw | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 19.44K | +15.1% | $809,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 15.41K | +36.1% | $641,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 7.87K | +26.4% | $327,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 6.29K | 0.0% | $262,124 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 4.90K | Nieuw | $203,940 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.28K | +3.2% | $178,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.66K | 0.0% | $69,295 | 0.0% | Held | 5 | SEC ↗ |
| 22 | Fifth Third Bancorp | 1.60K | 0.0% | $66,541 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 489 | 0.0% | $20,378 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 489 | 0.0% | $20,378 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 315 | +729.0% | $13,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 258 | 0.0% | $10,743 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.08M | 0.0% |
| Commonwealth Equity Services… | $203,940 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 8.85M aandelen, $349.55M 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.