NMZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +5 | 16.02M | $169.36M | +6 | −1 |
| Q1 2026 | 28 | +2 | 10.50M | $108.99M | +2 | n/a |
| Q4 2025 | 26 | +1 | 10.41M | $106.11M | +1 | n/a |
| Q3 2025 | 1 | -2 | 2.49M | $26.37M | n/a | −2 |
| Q2 2025 | 2 | +1 | 34.00K | $352,625 | +1 | n/a |
| Q1 2025 | 1 | 0 | 16.35K | $178,346 | n/a | n/a |
| Q4 2024 | 1 | +1 | 12.87K | $139,136 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.17M | +18.8% | $33.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.36M | +168.5% | $24.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 1.93M | +72.3% | $20.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.53M | -20.2% | $16.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.11M | +185.9% | $11.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.08M | +41.4% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.00M | +152.1% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 592.05K | +351.2% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 516.10K | +51.5% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 450.52K | +62.3% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 446.95K | +103.1% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 311.79K | +40.5% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Baird Financial Group, Inc. | 217.06K | +37.8% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 168.09K | +628.0% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 151.02K | -42.1% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 136.65K | -1.7% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cerity Partners LLC | 117.35K | -0.6% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 116.08K | +27.4% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 97.72K | +177.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 85.44K | +4.7% | $903,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 80.14K | +94.5% | $847,122 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 76.64K | Nieuw | $810,086 | 0.0% | New | 1 | SEC ↗ ×4 |
| 23 | Captrust Financial Advisors | 69.12K | Nieuw | $730,584 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mariner, LLC | 53.13K | -66.7% | $561,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 41.49K | +55.2% | $438,570 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 29.06K | +41.9% | $307,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 19.64K | Nieuw | $207,645 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 19.17K | Nieuw | $202,638 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 15.11K | +403.6% | $159,692 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | AQR Capital Management ✦ | 14.14K | Nieuw | $149,424 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 12.46K | Nieuw | $131,738 | 0.0% | New | 1 | SEC ↗ ×3 |
| 32 | Assetmark, Inc | 1.17K | +249.1% | $12,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Pnc Financial Services Group… | $810,086 | 0.0% |
| Captrust Financial Advisors | $730,584 | 0.0% |
| Mml Investors Services, Llc | $207,645 | 0.0% |
| Corient Private Wealth LP | $202,638 | 0.0% |
| AQR Capital Management | $149,424 | 0.0% |
| Bank of New York Mellon Corp | $131,738 | 0.0% |
Verlaten
| Citadel Advisors | $144,189 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 135 houders, 20.06M aandelen, $199.06M 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.