MGMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom +11.9% ·
netto nieuwe posities +13.3%
— 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 | 15 | +2 | 598.61K | $30.50M | +4 | −2 |
| Q1 2026 | 13 | +2 | 535.01K | $24.14M | +2 | — |
| Q4 2025 | 11 | -1 | 626.49K | $27.77M | +1 | −2 |
| Q3 2025 | 4 | +2 | 21.74K | $957,824 | +2 | — |
| Q2 2025 | 1 | -1 | 34 | $1,342 | — | −1 |
| Q1 2025 | 1 | +1 | 8.10K | $312,814 | +1 | — |
| Q3 2024 | 1 | 0 | 10.34K | $398,297 | — | — |
| Q2 2024 | 1 | — | 17.97K | $644,907 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 225.72K | +88.7% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 225.72K | +88.7% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 225.72K | +88.7% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 201.38K | -5.8% | $10.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 82.20K | +3.7% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 40.45K | -49.9% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 12.03K | Nieuw | $612,845 | 0.0% | New | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 10.57K | -5.0% | $538,902 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 10.06K | Nieuw | $512,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 6.49K | +6458.6% | $328,968 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 4.59K | -5.1% | $234,059 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 3.64K | 0.0% | $185,716 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 596 | -57.0% | $30,372 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 300 | 0.0% | $15,288 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 286 | Nieuw | $14,454 | 0.0% | New | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 249 | Nieuw | $12,681 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 34 | 0.0% | $1,733 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $612,845 | 0.0% |
| Hrt Financial Lp | $512,000 | 0.0% |
| Jones Financial Companies Lllp | $14,454 | 0.0% |
| BlackRock | $12,681 | 0.0% |
Verlaten
| Susquehanna International… | $902,180 | was 0.0% |
| UBS Group AG | $15,611 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 47 houders, 2.76M aandelen, $122.71M 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.