MOTI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +1.0% ·
netto nieuwe posities +10.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -2 | 305.54K | $10.14M | +3 | −5 |
| Q1 2026 | 18 | -2 | 2.24M | $76.55M | +3 | −5 |
| Q4 2025 | 20 | +2 | 2.23M | $81.92M | +2 | — |
| Q3 2025 | 2 | -2 | 299.01K | $11.08M | — | −2 |
| Q2 2025 | 2 | 0 | 12.32K | $427,096 | — | — |
| Q1 2025 | 1 | 0 | 9.43K | $313,683 | — | — |
| Q4 2024 | 1 | +1 | 72.69K | $2.20M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 977.23K | — | $35.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 341.27K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 341.27K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 267.82K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 231.72K | +3.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 231.72K | +3.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 231.72K | +3.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 186.08K | — | $6.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 186.08K | — | $6.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 186.08K | — | $6.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 50.06K | Nieuw | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 38.87K | -48.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 38.87K | -48.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 36.67K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 22.90K | — | $839,972 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 20.39K | — | $747,978 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 20.39K | — | $747,978 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 15.37K | — | $563,588 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 11.08K | — | $406,550 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 9.48K | — | $347,643 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 7.92K | — | $290,579 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 7.23K | — | $265,123 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.38K | — | $241,124 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 1.94K | — | $71,049 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.94K | — | $71,049 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 425 | — | $15,589 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 224 | — | $8,216 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 27 | Nieuw | $984 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.84M | 0.0% |
| Fidelity (FMR) | $984 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 3.81M aandelen, $125.33M 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.