MODL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +10.7% ·
netto nieuwe posities +10.0%
— 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 | 19 | -1 | 13.87M | $707.00M | +1 | −2 |
| Q1 2026 | 20 | +2 | 12.23M | $546.72M | +3 | −1 |
| Q4 2025 | 18 | +2 | 11.06M | $525.50M | +2 | — |
| Q3 2025 | 1 | -1 | 321.32K | $14.85M | — | −1 |
| Q2 2025 | 1 | +1 | 47.00K | $2.03M | +1 | — |
| Q3 2024 | 1 | +1 | 5.90K | $232,303 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 5.66M | +3.2% | $252.76M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.23M | +10.9% | $54.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.23M | +10.9% | $54.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.16M | +5.8% | $51.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 967.88K | +48293.9% | $43.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 967.88K | +48293.9% | $43.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 886.26K | -20.8% | $39.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 598.58K | +10.9% | $26.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 539.89K | +34.4% | $24.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 472.31K | +29.5% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 313.29K | +35.1% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 194.21K | -46.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 58.42K | +2.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 39.20K | Nieuw | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 34.45K | Nieuw | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 32.31K | -88.2% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 28.47K | +318.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 9.96K | +290.4% | $433,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 9.96K | +290.4% | $433,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.47K | 0.0% | $333,656 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 4.66K | Nieuw | $208,058 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.98K | -5.8% | $178,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 224 | 0.0% | $10,011 | 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
| Two Sigma Investments | $1.75M | 0.0% |
| Gotham Asset Management | $1.54M | 0.0% |
| Fifth Third Bancorp | $208,058 | 0.0% |
Verlaten
| Wells Fargo & Company/Mn | $22,477 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 15.50M aandelen, $630.60M 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.