NCA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.3% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 5.20M | $48.50M | +1 | −2 |
| Q1 2026 | 17 | 0 | 4.97M | $46.57M | +3 | −3 |
| Q4 2025 | 17 | +1 | 4.72M | $42.22M | +1 | n/a |
| Q3 2025 | 1 | n/a | 1.81M | $16.13M | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.81K | $145,389 | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.45K | $198,153 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.75K | $101,855 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2.07M | +15.7% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.67M | -0.8% | $15.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 287.25K | +0.7% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 272.28K | -6.1% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 163.91K | +55.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 135.72K | -0.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 115.07K | -14.5% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 66.75K | +34.0% | $626,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 63.31K | -6.2% | $572,331 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 27.88K | -28.3% | $261,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 24.56K | -10.7% | $230,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 17.46K | -6.4% | $163,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 15.61K | Nieuw | $146,458 | 0.0% | New | 1 | SEC ↗ |
| 14 | First Manhattan Co. Llc. | 13.62K | 0.0% | $128,174 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 10.90K | -50.0% | $102,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 7.11K | Nieuw | $66,692 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 2.50K | Nieuw | $23,450 | 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
| Mariner, LLC | $146,458 | 0.0% |
| Fifth Third Bancorp | $66,692 | 0.0% |
| Northwestern Mutual Wealth… | $23,450 | 0.0% |
Verlaten
| Citadel Advisors | $243,359 | was 0.0% |
| Susquehanna International… | $139,996 | was 0.0% |
| Commonwealth Equity Services… | $101,400 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 58 houders, 8.43M aandelen, $78.05M 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.