ONEY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +0.1% ·
netto nieuwe posities +3.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.00K | $378,346 | n/a | n/a |
| Q2 2026 | 29 | +1 | 2.25M | $288.17M | +2 | −1 |
| Q1 2026 | 29 | 0 | 2.17M | $260.41M | +3 | −3 |
| Q4 2025 | 29 | +1 | 2.22M | $251.74M | +1 | n/a |
| Q3 2025 | 3 | 0 | 3.78K | $428,218 | n/a | n/a |
| Q2 2025 | 1 | n/a | 233 | $25,204 | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.05K | $316,611 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 659.50K | n/a | $74.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 596.28K | n/a | $67.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Creative Planning | 245.32K | n/a | $27.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mariner, LLC | 211.62K | n/a | $24.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 192.27K | n/a | $21.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 82.13K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 60.25K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 38.49K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 29.92K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Susquehanna International Group, Llp | 24.24K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 23.82K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 13.41K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 6.08K | n/a | $690,320 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 5.67K | n/a | $644,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 5.50K | n/a | $624,578 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Wells Fargo & Company/Mn | 4.24K | n/a | $481,426 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 3.77K | n/a | $428,238 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 3.44K | n/a | $403,029 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.53K | -4.3% | $287,546 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 2.32K | Nieuw | $263,916 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 2.14K | n/a | $243,099 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.27K | n/a | $144,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 1.14K | n/a | $129,119 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 423 | +5.5% | $48,014 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 286 | -61.1% | $32,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cwm, Llc | 218 | n/a | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 134 | n/a | $15,217 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 70 | n/a | $7,949 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 29 | n/a | $3,331 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $263,916 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 5.32M aandelen, $604.34M 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.