MISL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom -30.0% ·
netto nieuwe posities +3.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +2 | 4.44M | $203.17M | +5 | −4 |
| Q1 2026 | 26 | +6 | 19.33M | $864.34M | +7 | −1 |
| Q4 2025 | 20 | 0 | 20.81M | $890.37M | n/a | n/a |
| Q3 2025 | 3 | +2 | 19.85K | $822,644 | +2 | n/a |
| Q1 2025 | 1 | 0 | 34.70K | $1.05M | n/a | n/a |
| Q4 2024 | 1 | 0 | 30.82K | $938,037 | n/a | n/a |
| Q3 2024 | 1 | 0 | 31.91K | $1.01M | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.27K | $1.10M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +7.8% | $49.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 840.06K | +39.1% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 683.11K | -25.1% | $31.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 366.44K | -14.7% | $16.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 235.72K | -48.9% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 216.89K | +31.5% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 197.82K | -3.0% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 160.69K | +7.2% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 145.90K | +12.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 97.39K | -46.8% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Assetmark, Inc | 88.88K | +19.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 83.83K | +37.3% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 44.58K | -40.5% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 43.19K | +22.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 37.10K | -37.8% | $1.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Fifth Third Bancorp | 28.58K | +1.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 26.02K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 23.52K | +41.0% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 19.45K | Nieuw | $890,089 | 0.0% | New | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 17.22K | +129.2% | $788,068 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 9.40K | +53.5% | $430,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 1.45K | Nieuw | $66,504 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 677 | -91.3% | $30,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 469 | -21.3% | $21,478 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 335 | Nieuw | $14,774 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 200 | Nieuw | $9,154 | 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
| JPMorgan Chase | $1.17M | 0.0% |
| Bank Of America Corp /De/ | $890,089 | 0.0% |
| Qube Research & Technologies… | $66,504 | 0.0% |
| Jones Financial Companies Lllp | $14,774 | 0.0% |
| UBS Group AG | $9,154 | 0.0% |
Verlaten
| First Trust Advisors Lp | $656.89M | was 0.5% |
| HighTower Advisors, LLC | $249,314 | was 0.0% |
| Simplex Trading, Llc | $2,011 | was 0.0% |
| Citigroup Inc | $492 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 135 houders, 28.26M aandelen, $1.08B 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.