PMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +9.3% ·
netto nieuwe posities +4.5%
— 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 | 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 | — | −1 |
| Q3 2025 | 2 | +1 | 394.71K | $4.08M | +1 | — |
| Q4 2024 | 1 | -1 | 12.18K | $123,343 | — | −1 |
| Q3 2024 | 2 | +1 | 29.63K | $323,010 | +1 | — |
| Q2 2024 | 1 | — | 18.52K | $189,984 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Allspring Global Investments… | 307.43K | +105.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 306.53K | -0.5% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 280.63K | -4.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 280.63K | -4.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 236.50K | +21.3% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 210.00K | -2.2% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 197.11K | +28.7% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 178.49K | -2.9% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 165.60K | +1.7% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 123.85K | -1.9% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 86.28K | +6.4% | $909,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 86.28K | +6.4% | $909,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 83.20K | -8.6% | $876,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 83.20K | -8.6% | $876,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 77.24K | -3.7% | $814,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 59.77K | +23.2% | $629,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 59.77K | +23.2% | $629,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.25K | +37.5% | $466,435 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 44.25K | +37.5% | $466,435 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 29.33K | -6.7% | $309,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 29.33K | -6.7% | $309,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Toronto Dominion Bank | 28.10K | Nieuw | $296,174 | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 21.01K | -15.3% | $221,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 19.78K | 0.0% | $208,460 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 11.77K | Nieuw | $124,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 10.23K | -34.9% | $107,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 9.35K | -0.3% | $98,581 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Toronto Dominion Bank | $296,174 | 0.0% |
| Hrt Financial Lp | $124,000 | 0.0% |
Verlaten
| Susquehanna International… | $249,559 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.