Effectdossier · gearchiveerd kwartaal
MQY
naam in afwachting van profielverwerking
41Gevolgde houders
+7Δ houders
16.85MGehouden aandelen
$185.04MGerapporteerde waarde
+11Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.6% ·
aandelenstroom +30.0% ·
netto nieuwe posities +17.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.46M | +71.0% | $81.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 1.72M | +220.5% | $18.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 1.26M | +35.7% | $13.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 1.11M | +32.3% | $12.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.08M | +270.9% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 877.34K | +688.0% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 428.90K | +82.0% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 392.75K | +88.1% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 313.56K | +500.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 283.57K | +190.4% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 244.58K | +90.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Allspring Global Investments… | 242.26K | Nieuw | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 190.73K | +181.0% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Toronto Dominion Bank | 174.60K | Nieuw | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 158.83K | +79.2% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 136.31K | +83.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 121.62K | +493.8% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 85.24K | +135.2% | $935,919 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 72.02K | +5.8% | $790,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Nuveen, LLC | 67.79K | +103.9% | $744,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 52.19K | +2.9% | $573,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 50.73K | -57.5% | $557,004 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 49.05K | +27.6% | $538,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Franklin Resources Inc | 41.33K | Nieuw | $453,770 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 31.37K | -0.8% | $344,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.95K | -52.3% | $339,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 30.13K | Nieuw | $330,796 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 18.36K | -27.7% | $201,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 17.81K | n/a | $195,521 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | First Trust Advisors Lp | 16.15K | Nieuw | $177,283 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 15.62K | Nieuw | $171,542 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Nomura Holdings Inc | 15.00K | -29.4% | $164,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 13.86K | -33.8% | $152,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 12.49K | +145.4% | $137,107 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Wealth Enhancement Advisory… | 10.07K | Nieuw | $111,453 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 7.76K | +21.2% | $85,205 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Cwm, Llc | 5.25K | +93.8% | $57,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 4.92K | Nieuw | $53,984 | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 1.07K | Nieuw | $11,705 | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 979 | Nieuw | $10,747 | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 126 | Nieuw | $1,367 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Allspring Global Investments… | $2.66M | 0.0% |
| Toronto Dominion Bank | $1.92M | 0.0% |
| Franklin Resources Inc | $453,770 | 0.0% |
| Truist Financial Corp | $330,796 | 0.0% |
| First Trust Advisors Lp | $177,283 | 0.0% |
| Cerity Partners LLC | $171,542 | 0.0% |
| Wealth Enhancement Advisory… | $111,453 | 0.0% |
| Fifth Third Bancorp | $53,984 | 0.0% |
| Northwestern Mutual Wealth… | $11,705 | 0.0% |
| BlackRock | $10,747 | 0.0% |
| JPMorgan Chase | $1,367 | 0.0% |
Verlaten
| Balyasny Asset Management L.P. | $2.70M | was 0.0% |
| Hrt Financial Lp | $195,000 | was 0.0% |
| Citadel Advisors | $140,131 | was 0.0% |
| UBS AM, a distinct business… | $23,979 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 200 houders, 48.28M aandelen, $500.30M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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