PICB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +8.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 3.14M | $110.26M | +4 | −2 |
| Q1 2026 | 23 | +3 | 1.99M | $45.87M | +4 | −1 |
| Q4 2025 | 20 | 0 | 1.46M | $34.83M | — | — |
| Q3 2025 | 2 | -2 | 417.05K | $9.94M | — | −2 |
| Q2 2025 | 2 | 0 | 52.55K | $1.27M | — | — |
| Q1 2025 | 1 | 0 | 73.16K | $1.63M | — | — |
| Q4 2024 | 1 | 0 | 11.90K | $256,780 | — | — |
| Q3 2024 | 1 | 0 | 25.78K | $603,416 | — | — |
| Q2 2024 | 1 | — | 18.04K | $396,836 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 1.25M | Nieuw | $66.41M | 0.1% | New | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 487.27K | +8.7% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 487.27K | +8.7% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 460.91K | +11.0% | $10.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 316.54K | -34.5% | $7.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 316.54K | -34.5% | $7.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Stifel Financial Corp | 132.38K | +35.1% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 132.38K | +35.1% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Nomura Asset Management Co Ltd | 120.10K | +180.2% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 61.04K | +93.5% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 43.85K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 40.01K | +71.8% | $926,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.06K | +98.6% | $719,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 23.40K | +5.8% | $541,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.40K | +5.8% | $541,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 23.29K | +22.3% | $539,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 22.72K | 0.0% | $526,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 22.46K | Nieuw | $520,289 | 0.0% | New | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 20.62K | Nieuw | $477,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 20.36K | -2.1% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 20.36K | -2.1% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 20.36K | -2.1% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 16.80K | +13.1% | $388,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 12.38K | +18.3% | $286,843 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 12.15K | -5.2% | $281,482 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 11.98K | 0.0% | $277,503 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 10.62K | Nieuw | $246,029 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.95K | +922.5% | $45,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.95K | +922.5% | $45,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 1.00K | 0.0% | $23,160 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 672 | -56.4% | $15,570 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 42 | 0.0% | $973 | 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
| Manufacturers Life Insurance… | $66.41M | 0.1% |
| Citadel Advisors | $520,289 | 0.0% |
| Hrt Financial Lp | $477,000 | 0.0% |
| Susquehanna International… | $246,029 | 0.0% |
Verlaten
| Mariner, LLC | $3.23M | was 0.0% |
| Jane Street Group, Llc | $2.45M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 10.57M aandelen, $241.91M 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.