MFUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.7% ·
aandelenstroom -26.2% ·
netto nieuwe posities -7.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 416.67K | $27.96M | +2 | −1 |
| Q1 2026 | 14 | -1 | 236.21K | $13.73M | +2 | −3 |
| Q4 2025 | 15 | +1 | 320.00K | $18.12M | +1 | n/a |
| Q3 2025 | 5 | +1 | 313.03K | $17.61M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.22K | $118,679 | n/a | −1 |
| Q1 2025 | 1 | +1 | 10.65K | $534,643 | +1 | n/a |
| Q3 2024 | 1 | 0 | 55.95K | $2.83M | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.38K | $255,280 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 47.85K | -40.3% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 48.74K | -42.8% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 38.44K | +30.3% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 36.23K | +14.0% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 21.82K | 0.0% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 9.82K | -14.8% | $573,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 9.56K | 0.0% | $558,332 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 8.35K | -68.3% | $487,781 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 7.90K | Nieuw | $461,210 | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.12K | -11.0% | $182,042 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 2.73K | +23.2% | $159,748 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.46K | -56.7% | $85,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 171 | 0.0% | $9,987 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 17 | Nieuw | $993 | 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
| Commonwealth Equity Services… | $461,210 | 0.0% |
| Northwestern Mutual Wealth… | $993 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $654,077 | was 0.0% |
| Royal Bank Of Canada | $174,000 | was 0.0% |
| UBS Group AG | $7,246 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 30 houders, 3.00M aandelen, $173.85M 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.