MUST
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom +10.0% ·
netto nieuwe posities -9.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 170.03K | $3.26M | n/a | n/a |
| Q2 2026 | 27 | +3 | 17.24M | $358.51M | +4 | −1 |
| Q1 2026 | 24 | +2 | 17.84M | $365.91M | +3 | −1 |
| Q4 2025 | 22 | -2 | 14.90M | $307.02M | n/a | −2 |
| Q3 2025 | 5 | +1 | 3.84M | $78.90M | +1 | n/a |
| Q2 2025 | 1 | n/a | 683 | $13,749 | n/a | n/a |
| Q4 2024 | 1 | +1 | 79.74K | $1.62M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.95M | +37.8% | $101.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 2.87M | n/a | $59.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 2.83M | n/a | $58.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.12M | n/a | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 961.59K | n/a | $19.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 327.17K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 280.32K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 252.43K | +14.8% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 248.72K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 206.52K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 197.26K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 150.92K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 140.02K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 124.50K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 97.55K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 57.71K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 39.48K | n/a | $813,724 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 21.05K | n/a | $433,746 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 11.18K | n/a | $230,317 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 10.14K | n/a | $208,965 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 4.77K | n/a | $98,330 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.84K | 0.0% | $58,494 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $331,293 | was 0.0% |
| Citadel Advisors | $311,933 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 21.60M aandelen, $441.23M 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.