OMFS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom -8.0% ·
netto nieuwe posities +9.1%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 3.50M | $186.82M | +2 | −1 |
| Q1 2026 | 22 | +2 | 3.56M | $161.13M | +2 | — |
| Q4 2025 | 20 | -1 | 3.87M | $172.17M | — | −1 |
| Q3 2025 | 4 | -1 | 21.97K | $966,325 | — | −1 |
| Q2 2025 | 3 | 0 | 38.81K | $1.56M | — | — |
| Q1 2025 | 2 | +2 | 52.74K | $2.00M | +2 | — |
| Q3 2024 | 1 | -1 | 16.70K | $660,366 | — | −1 |
| Q2 2024 | 2 | — | 28.38K | $1.03M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.44M | -0.3% | $65.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 1.44M | -0.3% | $65.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 841.09K | -23.5% | $38.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 841.09K | -23.5% | $38.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 841.09K | -23.5% | $38.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 723.91K | -8.1% | $32.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 179.01K | +8.3% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 179.01K | +8.3% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 122.53K | -1.4% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 122.53K | -1.4% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 122.53K | -1.4% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 61.05K | -18.5% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 61.05K | -18.5% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 31.14K | +2.2% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 24.91K | -3.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 23.15K | +33.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 22.21K | +415.0% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 20.62K | -4.9% | $933,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 12.72K | -9.4% | $575,906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 12.72K | -9.4% | $575,906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 11.25K | -8.6% | $509,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 11.25K | -8.6% | $509,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 10.88K | Nieuw | $492,347 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 10.56K | -1.4% | $477,875 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 8.00K | -15.2% | $362,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 8.00K | -15.2% | $362,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 7.15K | -70.9% | $327,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 4.45K | Nieuw | $201,520 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 986 | +48.5% | $43,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 986 | +48.5% | $43,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cwm, Llc | 208 | -59.8% | $9,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 204 | -2.9% | $9,254 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 69 | 0.0% | $3,123 | 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
| Susquehanna International… | $492,347 | 0.0% |
| Jane Street Group, Llc | $201,520 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 4.84M aandelen, $199.20M 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.