MMIT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +0.4% ·
netto nieuwe posities +3.2%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 27.92M | $680.00M | +3 | −2 |
| Q1 2026 | 32 | +1 | 24.27M | $585.16M | +3 | −2 |
| Q4 2025 | 31 | +1 | 21.25M | $517.06M | +1 | n/a |
| Q3 2025 | 3 | +1 | 2.92M | $70.87M | +1 | n/a |
| Q1 2025 | 1 | 0 | 51.10K | $1.22M | n/a | n/a |
| Q4 2024 | 1 | +1 | 63.88K | $1.53M | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.67K | $596,448 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.74M | n/a | $139.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.79M | +7.0% | $67.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.05M | n/a | $49.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.95M | n/a | $47.35M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.90M | n/a | $46.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 1.70M | n/a | $41.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mariner, LLC | 1.22M | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 775.48K | n/a | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 575.11K | n/a | $13.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 340.96K | n/a | $8.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 339.76K | n/a | $8.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 309.95K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank of New York Mellon Corp | 268.93K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wealth Enhancement Advisory… | 217.31K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 177.04K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 172.37K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 144.15K | -51.2% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 114.65K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 104.63K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 74.80K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 66.15K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 64.96K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Captrust Financial Advisors | 53.93K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 47.95K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 22.92K | +21.1% | $557,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 21.86K | n/a | $531,894 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 6.65K | n/a | $161,881 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 4.88K | n/a | $118,755 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 4.72K | n/a | $114,935 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 1.05K | n/a | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 32 | n/a | $779 | 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
| Goldman Sachs Group | $1.17M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 158 houders, 52.42M aandelen, $1.26B 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.