NKX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.7% ·
aandelenstroom +10.5% ·
netto nieuwe posities +18.5%
· 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 ✦ | 3.24M | +11.2% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 566.90K | -0.3% | $6.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 290.00K | +7.4% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 286.33K | +7.6% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 240.22K | -1.1% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Mariner, LLC | 155.97K | +1.9% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 105.25K | +50.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 102.23K | +9.5% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 70.10K | 0.0% | $834,190 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 56.51K | +64.6% | $672,431 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 48.04K | -2.0% | $572,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 40.62K | 0.0% | $483,354 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | Jane Street Group, Llc | 32.46K | +48.0% | $386,262 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 29.23K | +46.8% | $347,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 25.01K | Nieuw | $297,630 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 23.79K | Nieuw | $283,113 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 23.61K | -6.5% | $280,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 22.05K | 0.0% | $262,347 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 21.65K | 0.0% | $258,934 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Creative Planning | 21.72K | -29.5% | $258,486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 20.79K | +8.2% | $247,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 16.09K | -1.5% | $191,434 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 15.39K | Nieuw | $183,088 | 0.0% | New | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 10.50K | Nieuw | $124,962 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 4.22K | Nieuw | $50,194 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 43 | 0.0% | $512 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Citigroup Inc | 3 | 0.0% | $36 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Commonwealth Equity Services… | $297,630 | 0.0% |
| Fifth Third Bancorp | $283,113 | 0.0% |
| Mml Investors Services, Llc | $183,088 | 0.0% |
| Susquehanna International… | $124,962 | 0.0% |
| Assetmark, Inc | $50,194 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 9.44M aandelen, $111.10M 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.