PMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.7% ·
aandelenstroom +0.2% ·
netto nieuwe posities -9.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 | 2.93M | $30.88M | +2 | −1 |
| Q1 2026 | 21 | -2 | 2.68M | $27.60M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.67M | $28.61M | n/a | −1 |
| Q3 2025 | 2 | +1 | 394.71K | $4.08M | +1 | n/a |
| Q4 2024 | 1 | -1 | 12.18K | $123,343 | n/a | −1 |
| Q3 2024 | 2 | +1 | 29.63K | $323,010 | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.52K | $189,984 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Commonwealth Equity Services, Llc | 307.91K | +1.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 292.66K | -21.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 214.83K | +19.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 195.02K | +22.5% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 183.90K | +3.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 162.79K | -1.6% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 153.19K | -1.3% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Allspring Global Investments… | 149.89K | +0.1% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 126.19K | -8.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 91.05K | +37.2% | $937,856 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 81.10K | +3.2% | $835,369 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 80.20K | -10.3% | $826,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 48.50K | Nieuw | $499,521 | 0.0% | New | 1 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 32.19K | +3.9% | $331,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 31.42K | -18.5% | $324,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 24.81K | -53.2% | $255,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 24.23K | +4.5% | $249,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 19.78K | -2.9% | $203,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 15.71K | -34.9% | $161,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 9.38K | +269.4% | $96,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bank of New York Mellon Corp | $499,521 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $230,136 | was 0.0% |
| Jane Street Group, Llc | $138,725 | was 0.0% |
| Mml Investors Services, Llc | $107,155 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 8.73M aandelen, $84.09M 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.