NPFD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom -5.3% ·
netto nieuwe posities -10.0%
— formule
Brede distributie — dalende aandelen en 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 | 20 | -2 | 4.04M | $76.03M | — | −2 |
| Q1 2026 | 22 | +4 | 4.27M | $77.46M | +5 | −1 |
| Q4 2025 | 18 | 0 | 4.15M | $78.98M | — | — |
| Q3 2025 | 1 | — | 1.99M | $39.78M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 587.47K | -10.7% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 587.47K | -10.7% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 270.30K | -30.2% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 270.30K | -30.2% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 265.96K | +2.4% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 265.96K | +2.4% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 154.40K | -1.2% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | First Trust Advisors Lp | 127.21K | +4.3% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 67.22K | +4.1% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 47.56K | -22.4% | $895,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 42.37K | -31.3% | $797,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 23.36K | -13.0% | $439,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 18.88K | -8.3% | $355,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 18.03K | +417.4% | $339,275 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 18.03K | +417.4% | $339,275 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 15.05K | 0.0% | $285,672 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Millennium Management ✦ | 12.33K | -55.9% | $232,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Barclays Plc | 2.80K | 0.0% | $52,696 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 974 | -36.5% | $18,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 947 | 0.0% | $17,823 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 166 | -86.5% | $3,124 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 44 | 0.0% | $828 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Hrt Financial Lp | $285,000 | was 0.0% |
| BlackRock | $8,984 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 7.77M aandelen, $91.52M 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.