Effectdossier · gearchiveerd kwartaal
MFM
naam in afwachting van profielverwerking
36Gevolgde houders
+12Δ houders
8.26MGehouden aandelen
$46.42MGerapporteerde waarde
+13Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +12 | 8.26M | $46.42M | +13 | −1 |
| Q1 2026 | 24 | -3 | 5.25M | $28.31M | +1 | −4 |
| Q4 2025 | 27 | +1 | 5.24M | $28.45M | +1 | — |
| Q3 2025 | 1 | -1 | 174.24K | $939,154 | — | −1 |
| Q2 2025 | 1 | 0 | 53.12K | $274,630 | — | — |
| Q1 2025 | 1 | 0 | 12.47K | $66,107 | — | — |
| Q4 2024 | 1 | +1 | 19.84K | $106,160 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.17M | +35.4% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.82M | +42.9% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 566.53K | +190.7% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 460.27K | Nieuw | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 455.66K | +0.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 398.60K | +131.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 362.00K | +38.7% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 350.69K | +67.6% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 235.72K | +134.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 235.72K | +134.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 152.65K | +17.2% | $857,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 149.45K | +16.6% | $840,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 143.47K | +29.7% | $806,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 114.29K | -30.3% | $642,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 114.29K | -30.3% | $642,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 110.70K | -4.6% | $622,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 99.73K | -1.1% | $560,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 92.34K | Nieuw | $518,956 | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 72.11K | Nieuw | $405,230 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 64.19K | +87.1% | $360,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 45.24K | +11.7% | $254,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 44.95K | +2.5% | $252,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 44.34K | Nieuw | $249,163 | 0.0% | New | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 43.76K | Nieuw | $245,929 | 0.0% | New | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 41.34K | Nieuw | $232,359 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 32.31K | +61.4% | $181,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 25.75K | Nieuw | $144,709 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 25.56K | +4.3% | $143,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 25.56K | +4.3% | $143,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 22.40K | +4.1% | $125,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 20.71K | +1.0% | $116,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Nomura Holdings Inc | 20.00K | Nieuw | $112,400 | 0.0% | New | 1 | SEC ↗ |
| 41 | Allspring Global Investments… | 19.70K | Nieuw | $110,742 | 0.0% | New | 1 | SEC ↗ |
| 42 | Mariner, LLC | 16.22K | +35.5% | $91,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 14.45K | Nieuw | $81,194 | 0.0% | New | 1 | SEC ↗ |
| 44 | Jane Street Group, Llc | 11.55K | Nieuw | $64,934 | 0.0% | New | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 11.55K | Nieuw | $64,934 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 5.64K | Nieuw | $31,719 | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 2.08K | 0.0% | $11,690 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.29K | Nieuw | $7,272 | 0.0% | New | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 1.29K | Nieuw | $7,272 | 0.0% | New | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.29K | Nieuw | $7,272 | 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
| Commonwealth Equity Services… | $2.59M | 0.0% |
| Lido Advisors, LLC | $518,956 | 0.0% |
| Captrust Financial Advisors | $405,230 | 0.0% |
| Truist Financial Corp | $249,163 | 0.0% |
| Focus Partners Wealth | $245,929 | 0.0% |
| Citadel Advisors | $232,359 | 0.0% |
| Stifel Financial Corp | $144,709 | 0.0% |
| Nomura Holdings Inc | $112,400 | 0.0% |
| Allspring Global Investments… | $110,742 | 0.0% |
| Mercer Global Advisors Inc… | $81,194 | 0.0% |
| Jane Street Group, Llc | $64,934 | 0.0% |
| Jane Street Group, Llc | $64,934 | 0.0% |
Verlaten
| Hrt Financial Lp | $58,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 17.99M aandelen, $92.63M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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