MIY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -18.2% ·
aandelenstroom -12.2% ·
netto nieuwe posities -20.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 408.28K | -2.0% | $4.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 311.25K | -0.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 182.24K | +5.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 165.91K | +11.9% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 159.87K | -0.3% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 158.36K | -1.7% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 93.94K | -11.0% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 58.02K | +0.2% | $689,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 34.44K | -21.1% | $409,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.55K | +135.4% | $374,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 28.91K | -0.1% | $343,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 22.10K | 0.0% | $262,548 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 19.04K | 0.0% | $226,136 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 14.56K | +1.3% | $172,949 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 5.13K | Nieuw | $60,969 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 2.05K | 0.0% | $24,354 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 1.12K | 0.0% | $13,270 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Citigroup Inc | 2 | 0.0% | $24 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $60,969 | 0.0% |
Verlaten
| Allspring Global Investments… | $1.62M | was 0.0% |
| Citadel Advisors | $966,002 | was 0.0% |
| Bank Of Montreal /Can/ | $224,023 | was 0.0% |
| Susquehanna International… | $164,137 | was 0.0% |
| Assetmark, Inc | $8,218 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 4.34M aandelen, $50.65M 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.