NCV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.5% ·
aandelenstroom +3.8% ·
netto nieuwe posities -10.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -2 | 2.79M | $49.04M | +1 | −3 |
| Q1 2026 | 22 | +2 | 2.69M | $40.05M | +3 | −1 |
| Q4 2025 | 20 | 0 | 2.88M | $43.56M | — | — |
| Q3 2025 | 2 | +1 | 1.37M | $20.60M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 388.00K | +4.8% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 305.02K | +239.5% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 261.27K | -4.6% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 259.16K | -0.3% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 106.67K | +8.3% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 65.45K | +4.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 33.46K | -1.9% | $589,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 31.73K | 0.0% | $558,113 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 30.84K | +14.1% | $542,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 30.60K | +1.5% | $538,184 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 26.01K | -4.5% | $457,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 26.01K | -4.5% | $457,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 19.70K | +1.8% | $346,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 17.47K | -18.2% | $307,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 17.47K | -18.2% | $307,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 6.13K | +1.7% | $107,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 6.13K | +1.7% | $107,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 3.07K | -0.4% | $53,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.50K | Nieuw | $26,385 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.04K | +1282.7% | $18,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.04K | +1282.7% | $18,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 307 | +438.6% | $5,400 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Pnc Financial Services Group… | $26,385 | 0.0% |
Verlaten
| Millennium Management | $397,742 | was 0.0% |
| BlackRock | $6,279 | was 0.0% |
| Fidelity (FMR) | $30 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 6.50M aandelen, $88.84M 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.
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