NBOS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -16.7% ·
aandelenstroom -0.8% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 8.77M | $245.68M | +1 | −1 |
| Q1 2026 | 15 | -3 | 9.56M | $255.68M | +2 | −5 |
| Q4 2025 | 18 | +1 | 9.64M | $262.97M | +1 | — |
| Q3 2025 | 3 | 0 | 26.80K | $720,001 | — | — |
| Q2 2025 | 1 | — | 32 | $833 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 6.78M | -2.1% | $181.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 6.78M | -2.1% | $181.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 1.04M | -2.1% | $27.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 601.38K | +3.0% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 567.21K | -7.8% | $15.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 175.99K | +5.9% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 118.53K | +218.0% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 118.53K | +218.0% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 91.44K | +15.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 77.06K | +27.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 68.59K | +93.6% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 68.59K | +93.6% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 20.45K | Nieuw | $547,061 | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 10.98K | 0.0% | $293,622 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 8.83K | +15.2% | $236,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 2.89K | -7.5% | $77,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.89K | Nieuw | $77,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 213 | 0.0% | $5,696 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cerity Partners LLC | $547,061 | 0.0% |
| Royal Bank Of Canada | $77,000 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $554,784 | was 0.0% |
| BlackRock | $539,455 | was 0.0% |
| Truist Financial Corp | $355,192 | was 0.0% |
| Susquehanna International… | $254,156 | was 0.0% |
| Fidelity (FMR) | $873 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 11.48M aandelen, $305.80M 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.