MOG-B
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.4% ·
aandelenstroom -30.0% ·
netto nieuwe posities -18.2%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | -2 | 66.69K | $28.47M | +1 | −3 |
| Q1 2026 | 13 | -1 | 102.13K | $28.89M | — | −1 |
| Q4 2025 | 14 | +1 | 102.58K | $25.46M | +1 | — |
| Q3 2025 | 4 | 0 | 63.87K | $13.16M | — | — |
| Q2 2025 | 3 | 0 | 63.83K | $11.36M | — | — |
| Q1 2025 | 2 | 0 | 63.73K | $10.91M | — | — |
| Q4 2024 | 2 | 0 | 63.92K | $12.47M | — | — |
| Q3 2024 | 2 | 0 | 64.38K | $12.85M | — | — |
| Q2 2024 | 2 | — | 64.62K | $10.99M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | GAMCO Investors ✦ | 57.84K | -0.5% | $24.71M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 4.44K | -3.5% | $1.90M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.01K | 0.0% | $432,500 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.00K | -0.1% | $427,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1.00K | -0.1% | $427,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 843 | Nieuw | $346,608 | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 574 | -53.9% | $245,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 451 | +85.6% | $192,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 309 | 0.0% | $131,992 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 309 | 0.0% | $131,992 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 113 | -43.2% | $48,566 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 113 | -43.2% | $48,566 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 106 | 0.0% | $45,279 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 5 | 0.0% | $2,121 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wealth Enhancement Advisory… | $346,608 | 0.0% |
Verlaten
| Alliancebernstein L.P. | $6.46M | was 0.0% |
| Gotham Asset Management | $1.66M | was 0.0% |
| Raymond James Financial Inc | $1.06M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 23 houders, 194.33K aandelen, $55.84M 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.