NKX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +1.1% ·
netto nieuwe posities -3.8%
— 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 | 26 | -1 | 5.53M | $69.34M | +2 | −3 |
| Q1 2026 | 27 | +5 | 5.47M | $65.12M | +5 | — |
| Q4 2025 | 22 | -1 | 4.95M | $61.60M | — | −1 |
| Q3 2025 | 2 | +1 | 2.88M | $36.44M | +1 | — |
| Q1 2025 | 1 | +1 | 74.91K | $943,164 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.32M | +2.3% | $41.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.32M | +2.3% | $41.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 529.47K | -6.6% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 529.47K | -6.6% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 305.53K | +6.7% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 296.33K | +2.2% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 232.75K | -3.1% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 111.84K | +9.4% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 111.84K | +9.4% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 107.61K | +90.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 107.61K | +90.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 102.28K | -2.8% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 102.28K | -2.8% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 74.71K | +130.2% | $936,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 74.71K | +130.2% | $936,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Allianz Asset Management GmbH | 70.10K | 0.0% | $878,353 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 49.69K | +3.4% | $623,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 40.62K | 0.0% | $508,944 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 40.62K | 0.0% | $508,944 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Mariner, LLC | 35.14K | -77.5% | $440,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 34.73K | +18.8% | $435,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 26.91K | Nieuw | $337,170 | 0.0% | New | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 25.28K | +1.1% | $316,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 23.86K | +0.3% | $299,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 23.48K | -0.6% | $294,146 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 23.00K | +6.2% | $289,800 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 22.95K | +5.6% | $287,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 20.79K | 0.0% | $260,511 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 18.78K | +16.7% | $235,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 18.06K | Nieuw | $226,280 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 15.39K | 0.0% | $192,781 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 6.04K | +13953.5% | $75,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citigroup Inc | 3 | 0.0% | $38 | 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
| Citadel Advisors | $337,170 | 0.0% |
| Focus Partners Wealth | $226,280 | 0.0% |
Verlaten
| Cerity Partners LLC | $262,347 | was 0.0% |
| Susquehanna International… | $124,962 | was 0.0% |
| Assetmark, Inc | $50,194 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.