MRCC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.4% ·
aandelenstroom +18.7% ·
netto nieuwe posities -18.2%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q1 2026 | 22 | -4 | 1.87M | $8.61M | +2 | −6 |
| Q4 2025 | 26 | 0 | 1.58M | $10.06M | n/a | n/a |
| Q3 2025 | 4 | -1 | 305.29K | $2.14M | n/a | −1 |
| Q2 2025 | 4 | +1 | 275.40K | $1.75M | +1 | n/a |
| Q1 2025 | 2 | -1 | 127.75K | $996,426 | n/a | −1 |
| Q4 2024 | 3 | +1 | 237.55K | $2.02M | +1 | n/a |
| Q3 2024 | 2 | 0 | 156.99K | $1.27M | +1 | −1 |
| Q2 2024 | 2 | n/a | 185.99K | $1.42M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.02M | +1614.3% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 131.08K | +0.3% | $602,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 89.31K | -3.7% | $410,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 88.15K | -45.7% | $405,502 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | UBS Group AG | 82.45K | +20.0% | $379,279 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 76.57K | +6.3% | $352,235 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 63.28K | +2.8% | $291,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 43.20K | -15.3% | $198,716 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Bank Of Nova Scotia | 42.10K | Nieuw | $193,678 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 35.63K | -10.6% | $163,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 33.97K | 0.0% | $156,257 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 24.48K | +11.2% | $112,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 24.38K | -73.0% | $112,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.74K | +3.5% | $105,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 20.80K | -69.6% | $95,694 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Captrust Financial Advisors | 20.47K | Nieuw | $94,153 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 19.86K | -25.8% | $91,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 17.89K | -54.3% | $82,303 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 10.99K | -0.9% | $50,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.53K | 0.0% | $7,052 | 0.0% | Held | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 134 | +1.5% | $608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 3 | +200.0% | $14 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bank Of Nova Scotia | $193,678 | 0.0% |
| Captrust Financial Advisors | $94,153 | 0.0% |
Verlaten
| Blair William & Co/Il | $1.97M | was 0.0% |
| Citadel Advisors | $1.08M | was 0.0% |
| Lido Advisors, LLC | $158,427 | was 0.0% |
| HighTower Advisors, LLC | $121,994 | was 0.0% |
| Us Bancorp \De\ | $5,415 | was 0.0% |
| Jones Financial Companies Lllp | $956 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 6.27M aandelen, $27.12M 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.