MIN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom -9.4% ·
netto nieuwe posities -8.7%
— 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 | 19 | -3 | 17.06M | $42.14M | +1 | −4 |
| Q1 2026 | 23 | -2 | 14.81M | $37.18M | — | −2 |
| Q4 2025 | 25 | +1 | 16.36M | $42.69M | +1 | — |
| Q3 2025 | 1 | — | 1.05M | $2.81M | — | — |
| Q1 2025 | 1 | 0 | 12.37K | $33,286 | — | — |
| Q4 2024 | 1 | 0 | 29.66K | $78,906 | — | — |
| Q3 2024 | 1 | 0 | 25.35K | $68,963 | — | — |
| Q2 2024 | 1 | — | 11.60K | $30,845 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 4.22M | +6.5% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Allspring Global Investments… | 4.13M | 0.0% | $10.38M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.32M | +6.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.32M | +6.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 1.09M | +1.8% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 983.46K | -6.2% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 970.45K | -0.7% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 615.46K | +71.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 615.46K | +71.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 615.46K | +71.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 420.57K | -80.0% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 264.19K | +8.6% | $663,127 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 164.04K | +0.8% | $411,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 164.04K | +0.8% | $411,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 164.04K | +0.8% | $411,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 104.97K | -78.2% | $263,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 104.97K | -78.2% | $263,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 104.29K | -12.3% | $262,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 83.12K | +21.5% | $208,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 75.17K | +179.2% | $188,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 68.36K | +17.6% | $171,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 67.39K | +8.9% | $169,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 44.51K | -33.6% | $111,711 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 40.65K | -64.3% | $102,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 13.83K | 0.0% | $34,721 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 11.75K | 0.0% | $29,493 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 10.00K | -0.8% | $24,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 8.10K | +1.2% | $20,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 4.50K | 0.0% | $11,295 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Jones Financial Companies Lllp | $13,752 | was 0.0% |
| Northwestern Mutual Wealth… | $5,719 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 60.78M aandelen, $76.12M 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.