MORT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.4% · netto nieuwe posities -3.6% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 7.97M | $82.50M | +3 | −4 |
| Q1 2026 | 30 | -2 | 7.95M | $81.50M | +2 | −4 |
| Q4 2025 | 32 | +3 | 5.78M | $60.72M | +3 | n/a |
| Q3 2025 | 2 | -1 | 394.00K | $4.24M | n/a | −1 |
| Q2 2025 | 2 | -1 | 64.43K | $680,407 | n/a | −1 |
| Q1 2025 | 2 | 0 | 223.05K | $2.49M | n/a | n/a |
| Q4 2024 | 2 | 0 | 46.76K | $496,591 | +1 | −1 |
| Q3 2024 | 2 | -1 | 84.78K | $1.02M | n/a | −1 |
| Q2 2024 | 3 | n/a | 80.97K | $906,099 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.46M | +4.6% | $25.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.39M | +6.3% | $14.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.27M | -26.6% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Bnp Paribas Financial Markets | 1.05M | +50.0% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 308.50K | +8.2% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 292.13K | +72.2% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 225.31K | -38.2% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 202.90K | +10.7% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 130.77K | +37.1% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 118.47K | +66.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 80.00K | Nieuw | $828,800 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 69.95K | -17.0% | $724,648 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 64.45K | -66.5% | $667,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 60.10K | +4.8% | $622,654 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | D. E. Shaw & Co. ✦ | 48.57K | Nieuw | $503,154 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 47.24K | 0.0% | $470,520 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wealthfront Advisers LLC | 35.00K | -28.4% | $362,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 22.83K | -63.3% | $236,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 20.37K | +1.3% | $211,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 19.03K | 0.0% | $197,151 | 0.0% | Held | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 17.54K | Nieuw | $181,033 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 10.86K | +1.0% | $112,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.44K | +0.1% | $108,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.52K | +6.1% | $36,500 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Us Bancorp \De\ | 555 | 0.0% | $5,750 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 415 | 0.0% | $4,275 | 0.0% | Held | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 376 | 0.0% | $3,892 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | 0.0% | $7 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Captrust Financial Advisors | $828,800 | 0.0% |
| D. E. Shaw & Co. | $503,154 | 0.0% |
| JPMorgan Chase | $181,033 | 0.0% |
Verlaten
| Jane Street Group, Llc | $860,711 | was 0.0% |
| Hrt Financial Lp | $239,000 | was 0.0% |
| HighTower Advisors, LLC | $150,689 | was 0.0% |
| Simplex Trading, Llc | $10,106 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 11.88M aandelen, $119.35M 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.