MMTM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -18.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 147.19K | $46.05M | +2 | −2 |
| Q1 2026 | 16 | -1 | 179.54K | $50.32M | +2 | −3 |
| Q4 2025 | 17 | -2 | 210.09K | $61.40M | — | −2 |
| Q3 2025 | 4 | 0 | 45.25K | $12.93M | — | — |
| Q2 2025 | 1 | 0 | 1.44K | $382,551 | — | — |
| Q1 2025 | 1 | 0 | 8.49K | $2.04M | — | — |
| Q4 2024 | 1 | +1 | 1.61K | $418,832 | +1 | — |
| Q2 2024 | 1 | — | 3.28K | $797,731 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 101.77K | -2.7% | $31.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.50K | +0.5% | $6.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 20.50K | +0.5% | $6.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Royal Bank Of Canada | 5.32K | -1.9% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 5.14K | +3.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.14K | +3.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.67K | +4.7% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.67K | +4.7% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 4.31K | -6.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 2.27K | -2.2% | $709,450 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.27K | -2.2% | $709,450 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 934 | Nieuw | $292,295 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 930 | +5.1% | $291,052 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 533 | 0.0% | $166,802 | 0.0% | Held | 3 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 330 | +15.4% | $103,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 142 | 0.0% | $43,831 | 0.0% | Held | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 142 | 0.0% | $43,831 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 142 | 0.0% | $43,831 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 129 | Nieuw | $40,371 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 121 | 0.0% | $37,867 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 97 | +9600.0% | $30,451 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 97 | +9600.0% | $30,451 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $292,295 | 0.0% |
| Fidelity (FMR) | $40,371 | 0.0% |
Verlaten
| Mariner, LLC | $6.96M | was 0.0% |
| Goldman Sachs Group | $1.65M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 37 houders, 345.11K aandelen, $96.23M 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.