MMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +0.9% ·
netto nieuwe posities +3.6%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +10 | 24.98M | $109.92M | +10 | — |
| Q1 2026 | 28 | +1 | 9.84M | $45.46M | +2 | −1 |
| Q4 2025 | 27 | +1 | 9.76M | $45.37M | +1 | — |
| Q3 2025 | 1 | -1 | 2.88M | $13.77M | — | −1 |
| Q2 2025 | 1 | +1 | 14.52K | $68,263 | +1 | — |
| Q4 2024 | 1 | +1 | 14.56K | $68,268 | +1 | — |
| Q2 2024 | 1 | — | 12.14K | $56,806 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 3.45M | +3.2% | $15.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.59M | -8.9% | $11.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.59M | -8.9% | $11.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.59M | -8.9% | $11.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.59M | -8.9% | $11.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.13M | +21.4% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.13M | +21.4% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 647.71K | -2.0% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 513.49K | -1.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 235.83K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 183.05K | -1.3% | $845,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 178.12K | +75.7% | $822,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 160.31K | -10.6% | $740,641 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 160.31K | -10.6% | $740,641 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 149.78K | -27.4% | $691,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 119.01K | -5.9% | $550,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 119.01K | -5.9% | $550,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 112.83K | Nieuw | $521,251 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 90.67K | -8.9% | $418,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 90.67K | -8.9% | $418,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 42.82K | +46.7% | $197,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lazard Asset Management Llc | 31.62K | 0.0% | $146,085 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 28.64K | 0.0% | $132,340 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 24.98K | -4.5% | $115,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 23.61K | -23.2% | $109,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 23.61K | -23.2% | $109,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Franklin Resources Inc | 20.61K | +21.2% | $95,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 20.09K | +0.5% | $92,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 19.26K | 0.0% | $88,963 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 18.11K | -26.3% | $83,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 18.11K | -26.3% | $83,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 15.29K | -16.4% | $70,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 14.96K | -50.0% | $69,101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 14.09K | -6.6% | $63,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 3.00K | 0.0% | $13,860 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 905 | Nieuw | $4,181 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 663 | 0.0% | $3,063 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Envestnet Asset Management Inc | $521,251 | 0.0% |
| Fifth Third Bancorp | $4,181 | 0.0% |
Verlaten
| Hrt Financial Lp | $111,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 14.64M aandelen, $62.14M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.