MXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom -3.5% ·
netto nieuwe posities -3.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +6 | 835.03K | $88.34M | +6 | — |
| Q1 2026 | 31 | +1 | 708.36K | $75.23M | +3 | −2 |
| Q4 2025 | 30 | -1 | 536.12K | $51.81M | — | −1 |
| Q3 2025 | 6 | 0 | 186.06K | $17.21M | — | — |
| Q2 2025 | 3 | 0 | 23.14K | $1.98M | — | — |
| Q1 2025 | 2 | +1 | 41.83K | $3.42M | +1 | — |
| Q4 2024 | 1 | 0 | 10.36K | $805,025 | — | — |
| Q3 2024 | 1 | -1 | 12.39K | $1.16M | — | −1 |
| Q2 2024 | 2 | — | 32.54K | $2.76M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 143.09K | -4.9% | $13.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 143.09K | -4.9% | $13.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 105.89K | — | $10.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 74.68K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 74.68K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 74.68K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 63.16K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 63.16K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 32.39K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 25.84K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 25.84K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 17.17K | -24.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 15.73K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 8.10K | — | $782,375 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 8.10K | — | $782,375 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 7.85K | — | $760,466 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 5.50K | -7.0% | $531,882 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Creative Planning | 5.02K | — | $485,519 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 4.49K | — | $433,615 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 4.49K | — | $433,615 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 3.58K | — | $345,778 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 3.35K | — | $324,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 3.35K | — | $324,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 3.19K | — | $308,765 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 2.69K | — | $259,580 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mackenzie Financial Corp | 2.16K | — | $210,338 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 2.17K | — | $209,516 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 2.09K | — | $201,717 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 1.95K | — | $188,061 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.82K | — | $175,925 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 1.60K | — | $154,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 798 | — | $77,119 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 663 | — | $64,072 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 597 | +9.9% | $57,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 330 | — | $31,891 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 200 | — | $19,328 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 22 | -50.0% | $2,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Simplex Trading, Llc | 8 | — | $773 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $587,829 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 1.30M aandelen, $132.77M 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.