NBB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +3.7% ·
netto nieuwe posities +8.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.23M | +8.4% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 1.30M | +6.3% | $20.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 678.85K | +6.3% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 553.75K | +3.1% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 364.61K | -2.2% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 282.43K | -2.6% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 222.96K | +41.0% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 156.95K | +1.7% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 138.02K | -55.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 71.42K | +10.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 64.66K | -5.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 52.18K | +0.1% | $817,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 46.83K | +6.7% | $733,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 41.57K | -2.1% | $650,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 41.39K | +69.1% | $648,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Focus Partners Wealth | 33.69K | 0.0% | $530,837 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 25.77K | +38.8% | $403,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 21.84K | -5.3% | $342,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 19.82K | +43.9% | $310,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 19.24K | -2.5% | $301,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.70K | 0.0% | $183,222 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 5.23K | Nieuw | $81,871 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 4.91K | +0.1% | $76,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.57K | -25.1% | $55,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 633 | Nieuw | $9,613 | 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
| Fifth Third Bancorp | $81,871 | 0.0% |
| Jones Financial Companies Lllp | $9,613 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 13.03M aandelen, $143.65M 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.