PEO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.8% ·
aandelenstroom +9.9% ·
netto nieuwe posities +12.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 61.29K | $1.76M | n/a | n/a |
| Q2 2026 | 31 | +1 | 3.60M | $89.00M | +4 | −3 |
| Q1 2026 | 31 | +4 | 3.33M | $92.43M | +4 | n/a |
| Q4 2025 | 26 | 0 | 3.02M | $65.67M | n/a | n/a |
| Q3 2025 | 3 | 0 | 936.50K | $20.15M | n/a | n/a |
| Q2 2025 | 1 | 0 | 13.31K | $284,435 | n/a | n/a |
| Q1 2025 | 1 | 0 | 13.31K | $303,601 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.31K | $289,359 | n/a | n/a |
| Q3 2024 | 1 | 0 | 27.08K | $628,798 | n/a | n/a |
| Q2 2024 | 1 | n/a | 66.25K | $1.56M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.27M | +30.2% | $35.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Lazard Asset Management Llc | 507.01K | -0.4% | $14.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 426.72K | -17.9% | $11.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 239.34K | +5.5% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 124.27K | +0.9% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 113.76K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 80.16K | +17.6% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | First Trust Advisors Lp | 77.47K | +8.7% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 65.64K | +8.3% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 49.16K | +34.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 42.94K | +0.8% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 42.90K | -0.7% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 38.45K | +188.8% | $1.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 31.64K | +0.7% | $879,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 29.67K | +9.9% | $824,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 28.47K | +0.7% | $791,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 27.28K | -12.8% | $758,467 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Baird Financial Group, Inc. | 26.92K | -16.9% | $748,320 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Allspring Global Investments… | 20.97K | +10.5% | $582,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 20.11K | +109.4% | $559,114 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 18.34K | -18.3% | $509,824 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 10.02K | Nieuw | $278,473 | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 8.51K | Nieuw | $236,689 | 0.0% | New | 1 | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. | 8.09K | n/a | $224,930 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.47K | +1.8% | $124,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 3.41K | -16.1% | $96,594 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Pnc Financial Services Group, Inc. | 2.55K | +30.8% | $70,890 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Fifth Third Bancorp | 2.29K | +2697.6% | $63,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 2.24K | 0.0% | $62,244 | 0.0% | Held | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 170 | Nieuw | $4,726 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 12 | Nieuw | $334 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Focus Partners Wealth | $278,473 | 0.0% |
| Susquehanna International… | $236,689 | 0.0% |
| BlackRock | $4,726 | 0.0% |
| Rockefeller Capital… | $334 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 10.53M aandelen, $286.29M 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.