NIE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom -0.5% ·
netto nieuwe posities +3.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 951.19K | -1.1% | $22.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 575.17K | +0.7% | $13.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 521.69K | -2.3% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 520.15K | +12.8% | $12.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 290.71K | +7.7% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 256.92K | -36.1% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 131.27K | -6.0% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 122.23K | +9.1% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 119.09K | -0.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Allspring Global Investments… | 80.11K | +19.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 77.31K | -14.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 48.13K | +34.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 44.17K | +29.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 33.79K | Nieuw | $789,287 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 32.33K | -26.2% | $755,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 30.18K | +21.0% | $704,910 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 25.92K | +26.9% | $605,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 20.05K | -7.1% | $468,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 18.90K | +2.3% | $441,491 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 14.45K | 0.0% | $337,599 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Fifth Third Bancorp | 8.09K | Nieuw | $189,076 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 4.57K | 0.0% | $106,732 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 4.13K | 0.0% | $96,594 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 3.34K | +0.2% | $78,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $70,173 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 305 | -14.8% | $6,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| First Trust Advisors Lp | $789,287 | 0.0% |
| Fifth Third Bancorp | $189,076 | 0.0% |
Verlaten
| Fidelity (FMR) | $773 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 7.08M aandelen, $161.32M 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.
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