MMIN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom +23.2% ·
netto nieuwe posities +4.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 69.08K | $1.54M | n/a | n/a |
| Q2 2026 | 24 | +3 | 9.56M | $231.40M | +3 | n/a |
| Q1 2026 | 21 | +1 | 8.60M | $203.98M | +2 | −1 |
| Q4 2025 | 20 | 0 | 6.98M | $167.20M | n/a | n/a |
| Q3 2025 | 1 | -1 | 2.93M | $69.72M | n/a | −1 |
| Q2 2025 | 1 | +1 | 16.47K | $383,916 | +1 | n/a |
| Q4 2024 | 1 | +1 | 15.32K | $365,229 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.13M | +26.3% | $97.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 2.22M | +53.3% | $52.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 552.99K | -1.0% | $13.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 459.06K | +18.1% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 313.06K | +16.7% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 151.15K | +51.0% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 125.22K | -0.6% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Wealth Enhancement Advisory… | 117.64K | -31.7% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 110.36K | +26.3% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 107.94K | -43.3% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 70.57K | -34.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 58.89K | -3.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 50.72K | -13.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 42.43K | -29.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 36.02K | Nieuw | $854,034 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 20.68K | +60.7% | $490,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 16.50K | -18.6% | $391,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 14.12K | -66.0% | $334,775 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Assetmark, Inc | 1.61K | 0.0% | $38,126 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.30K | Nieuw | $30,776 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $3 | 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
| Citadel Advisors | $854,034 | 0.0% |
| Northwestern Mutual Wealth… | $30,776 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $249,383 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 12.30M aandelen, $290.32M 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.