NANR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +0.4% ·
netto nieuwe posities +5.9%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 2.82K | $243,604 | n/a | −1 |
| Q2 2026 | 37 | -4 | 5.74M | $433.36M | +3 | −8 |
| Q1 2026 | 43 | +9 | 6.04M | $507.07M | +10 | −1 |
| Q4 2025 | 34 | +2 | 7.48M | $507.56M | +2 | n/a |
| Q3 2025 | 2 | 0 | 255.76K | $16.52M | n/a | n/a |
| Q2 2025 | 1 | -1 | 4.20K | $237,842 | n/a | −1 |
| Q1 2025 | 1 | +1 | 19.46K | $1.08M | +1 | n/a |
| Q3 2024 | 1 | 0 | 3.77K | $213,269 | +1 | −1 |
| Q2 2024 | 1 | n/a | 8.72K | $474,964 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 5.50M | n/a | $373.25M | 0.7% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 431.97K | n/a | $29.30M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 293.89K | n/a | $19.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 257.67K | +2.7% | $17.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Baird Financial Group, Inc. | 212.76K | n/a | $14.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Franklin Resources Inc | 183.38K | n/a | $12.44M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 117.69K | n/a | $7.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 84.36K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 69.28K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Northwestern Mutual Wealth… | 63.68K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 38.36K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 33.70K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Deutsche Bank Ag\ | 30.86K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Jane Street Group, Llc | 29.43K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 23.99K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 23.27K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 17.77K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 10.55K | n/a | $715,674 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 9.04K | n/a | $613,269 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 9.01K | n/a | $610,777 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 7.72K | n/a | $523,710 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 6.65K | n/a | $451,290 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.62K | +13.8% | $381,468 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 5.25K | n/a | $356,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 4.73K | n/a | $334,289 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 4.18K | n/a | $283,258 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Pnc Financial Services Group, Inc. | 2.37K | n/a | $160,418 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | BlackRock ✦ (passief) | 2.19K | Nieuw | $148,276 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 208 | n/a | $14,165 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 160 | n/a | $10,844 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Blair William & Co/Il | 69 | n/a | $4,680 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 48 | n/a | $3,256 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Simplex Trading, Llc | 48 | n/a | $3,255 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 6 | n/a | $407 | 0.0% | n/c | 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 | $1.58M | 0.0% |
| BlackRock | $148,276 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 7.82M aandelen, $648.58M 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.