MKC-V
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +1.4% ·
netto nieuwe posities +6.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 37.04K | $1.66M | n/a | n/a |
| Q2 2026 | 26 | -5 | 594.66K | $30.15M | +2 | −7 |
| Q1 2026 | 32 | 0 | 592.87K | $29.81M | +4 | −4 |
| Q4 2025 | 32 | +2 | 697.34K | $47.41M | +2 | n/a |
| Q3 2025 | 3 | -1 | 51.60K | $3.44M | n/a | −1 |
| Q2 2025 | 3 | +1 | 11.68K | $881,798 | +1 | n/a |
| Q1 2025 | 2 | 0 | 9.38K | $769,219 | n/a | n/a |
| Q4 2024 | 2 | +1 | 10.29K | $779,906 | +1 | n/a |
| Q3 2024 | 1 | -1 | 4.50K | $371,430 | n/a | −1 |
| Q2 2024 | 2 | n/a | 8.37K | $577,599 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 191.41K | n/a | $13.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Td Asset Management Inc | 148.67K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 120.37K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 44.12K | +3.3% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Dimensional Fund Advisors Lp | 43.60K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 34.23K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 27.23K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | First Trust Advisors Lp | 12.19K | n/a | $828,668 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 11.43K | +143.3% | $777,558 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Cerity Partners LLC | 10.02K | n/a | $681,324 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 6.78K | n/a | $460,904 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 5.23K | n/a | $356,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.62K | n/a | $314,138 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 4.40K | n/a | $299,244 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 4.48K | n/a | $293,733 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 4.31K | n/a | $293,123 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 4.20K | 0.0% | $285,642 | 0.0% | Held | 7 | SEC ↗ |
| 18 | Charles Schwab Investment… | 3.34K | n/a | $227,221 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 3.25K | n/a | $218,632 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 3.12K | n/a | $212,244 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Chevy Chase Trust Holdings, LLC | 2.96K | n/a | $200,970 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.67K | n/a | $181,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS Group AG | 1.57K | n/a | $106,640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 1.26K | n/a | $85,489 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 1.21K | Nieuw | $82,497 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 269 | n/a | $18,283 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Jones Financial Companies Lllp | 158 | n/a | $10,777 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 158 | Nieuw | $10,745 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 81 | n/a | $5,509 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 24 | n/a | $1,632 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 1 | n/a | $68 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $82,497 | 0.0% |
| JPMorgan Chase | $10,745 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 1.43M aandelen, $68.79M 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.