MUST
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom +19.8% ·
netto nieuwe posities +8.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 ✦ | 5.91M | +19.4% | $121.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 4.12M | +45.8% | $84.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 3.36M | +17.2% | $68.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 1.42M | +27.1% | $29.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 1.02M | +6.5% | $21.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 284.90K | +1.6% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 282.45K | +13.6% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 243.15K | -25.7% | $4.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 220.99K | +12.0% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 199.31K | -21.0% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 181.49K | -12.1% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 142.94K | +2.1% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 127.30K | +2.2% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 95.41K | -36.8% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 59.80K | +3.6% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 44.72K | +13.2% | $917,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 35.97K | -63.1% | $737,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 24.86K | Nieuw | $509,858 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 22.77K | Nieuw | $467,013 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 11.45K | -45.6% | $234,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 11.18K | 0.0% | $229,199 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 11.11K | +9.6% | $227,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3.36K | +18.3% | $68,844 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 328 | Nieuw | $6,727 | 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
| Citadel Advisors | $509,858 | 0.0% |
| Fifth Third Bancorp | $467,013 | 0.0% |
| Northwestern Mutual Wealth… | $6,727 | 0.0% |
Verlaten
| Us Bancorp \De\ | $98,330 | 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.