POCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom -6.6% ·
netto nieuwe posities +6.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 172.19K | $7.53M | n/a | n/a |
| Q2 2026 | 26 | -2 | 6.94M | $316.06M | +2 | −5 |
| Q1 2026 | 30 | +2 | 9.20M | $398.18M | +4 | −2 |
| Q4 2025 | 28 | +1 | 9.85M | $433.00M | +1 | n/a |
| Q3 2025 | 1 | -1 | 10.60K | $456,774 | n/a | −1 |
| Q2 2025 | 1 | -1 | 16.41K | $677,733 | n/a | −1 |
| Q1 2025 | 2 | +1 | 22.30K | $866,394 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.78K | $584,752 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.78K | $575,642 | +1 | −1 |
| Q2 2024 | 1 | n/a | 12.79K | $489,844 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.83M | -4.2% | $80.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 1.55M | -1.9% | $66.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Commonwealth Equity Services, Llc | 735.17K | -5.9% | $31.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 679.83K | -14.6% | $29.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 585.70K | +28.9% | $25.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 474.94K | -42.9% | $20.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 416.30K | -1.8% | $17.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 389.69K | -7.8% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 374.21K | -2.6% | $16.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Blair William & Co/Il | 371.46K | -0.1% | $16.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 263.89K | -1.9% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 246.22K | -1.9% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cwm, Llc | 234.31K | -4.6% | $10.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 215.95K | -1.8% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 191.47K | -3.7% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 190.89K | +120.3% | $8.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 143.62K | -6.4% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 124.18K | -37.0% | $5.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 106.68K | -40.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 15.60K | Nieuw | $672,344 | 0.0% | New | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 12.63K | Nieuw | $544,479 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 12.18K | 0.0% | $525,123 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 8.29K | -81.2% | $357,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 6.82K | -0.8% | $294,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 4.91K | Nieuw | $211,584 | 0.0% | New | 1 | SEC ↗ |
| 26 | Barclays Plc | 4.49K | +3673.1% | $193,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.19K | -37.3% | $177,615 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 3.06K | 0.0% | $131,701 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 900 | -40.5% | $39,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 316 | Nieuw | $13,623 | 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
| Creative Planning | $672,344 | 0.0% |
| Susquehanna International… | $544,479 | 0.0% |
| Goldman Sachs Group | $211,584 | 0.0% |
| Northwestern Mutual Wealth… | $13,623 | 0.0% |
Verlaten
| Hrt Financial Lp | $756,000 | was 0.0% |
| UBS Group AG | $35,312 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 250 houders, 18.84M aandelen, $726.01M 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.