OIA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.4% ·
aandelenstroom +0.5% ·
netto nieuwe posities -12.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 694.94K | -6.6% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 692.45K | -19.5% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 565.99K | -0.8% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 430.53K | +2.1% | $2.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 323.01K | +9.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 267.64K | -1.1% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 259.11K | +4.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 243.49K | +8.9% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 206.28K | +50.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 162.36K | +13.8% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 152.97K | -5.7% | $949,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 142.15K | +122.6% | $882,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 103.51K | +7.2% | $642,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 76.12K | +8.2% | $472,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 37.98K | 0.0% | $235,850 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 37.90K | +0.4% | $235,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 35.34K | -15.8% | $219,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 22.86K | Nieuw | $141,968 | 0.0% | New | 1 | SEC ↗ ×3 |
| 19 | Nomura Holdings Inc | 20.00K | Nieuw | $124,200 | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 16.49K | Nieuw | $102,397 | 0.0% | New | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 16.02K | 0.0% | $99,453 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 15.97K | 0.0% | $99,167 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Mariner, LLC | 11.18K | -26.8% | $69,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 8.68K | +582.6% | $53,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 1 | 0.0% | $5 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank of New York Mellon Corp | $141,968 | 0.0% |
| Nomura Holdings Inc | $124,200 | 0.0% |
| Susquehanna International… | $102,397 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $343,150 | was 0.0% |
| Truist Financial Corp | $117,731 | was 0.0% |
| Fisher Asset Management | $78,927 | was 0.0% |
| Citadel Advisors | $77,247 | was 0.0% |
| Us Bancorp \De\ | $22,472 | was 0.0% |
| JPMorgan Chase | $6,991 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 8.10M aandelen, $46.71M 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.