MSB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom -12.6% ·
netto nieuwe posities -12.5%
— 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 | 24 | -2 | 1.08M | $27.38M | +3 | −6 |
| Q1 2026 | 28 | -1 | 1.27M | $39.97M | +4 | −5 |
| Q4 2025 | 29 | 0 | 943.53K | $34.18M | — | — |
| Q3 2025 | 7 | 0 | 276.36K | $8.09M | — | — |
| Q2 2025 | 5 | +2 | 71.26K | $1.71M | +2 | — |
| Q1 2025 | 2 | -1 | 55.80K | $1.52M | +1 | −2 |
| Q4 2024 | 3 | 0 | 59.49K | $1.67M | — | — |
| Q3 2024 | 3 | 0 | 59.58K | $1.35M | — | — |
| Q2 2024 | 3 | — | 95.49K | $1.65M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 396.37K | +27.8% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 113.29K | -0.7% | $2.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Bank of New York Mellon Corp | 101.46K | +1.3% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Sei Investments Co | 83.88K | -50.0% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Lido Advisors, LLC | 79.98K | 0.0% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 59.65K | +3.7% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Royal Bank Of Canada | 54.83K | +7.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 44.66K | -74.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 36.57K | +0.7% | $873,339 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 18.07K | -4.9% | $457,210 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 17.66K | -1.9% | $446,746 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Russell Investments Group, Ltd. | 17.08K | 0.0% | $432,048 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 15.68K | -16.0% | $396,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 14.89K | -26.6% | $376,793 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Two Sigma Investments ✦ | 14.52K | Nieuw | $367,356 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 9.30K | -26.1% | $235,392 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Bnp Paribas Financial Markets | 2.50K | Nieuw | $63,250 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.94K | -60.3% | $49,153 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Citigroup Inc | 1.08K | +30.8% | $27,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 550 | 0.0% | $13,915 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Simplex Trading, Llc | 162 | -93.5% | $4,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 27 | -27.0% | $683 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Assetmark, Inc | 18 | 0.0% | $455 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Barclays Plc | 6 | Nieuw | $152 | 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
| Two Sigma Investments | $367,356 | 0.0% |
| Bnp Paribas Financial Markets | $63,250 | 0.0% |
| Barclays Plc | $152 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $835,207 | was 0.0% |
| Arrowstreet Capital | $495,621 | was 0.0% |
| Ameriprise Financial Inc | $247,080 | was 0.0% |
| Bank Of Montreal /Can/ | $233,132 | was 0.0% |
| Us Bancorp \De\ | $12,600 | was 0.0% |
| Group One Trading Llc | $4,568 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 6.63M aandelen, $208.40M 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.