QEFA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.0% ·
aandelenstroom +1.7% ·
netto nieuwe posities +2.9%
· 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 | 75.31K | $7.31M | n/a | −1 |
| Q2 2026 | 35 | +3 | 4.44M | $425.96M | +4 | −2 |
| Q1 2026 | 34 | +1 | 4.80M | $447.57M | +3 | −2 |
| Q4 2025 | 33 | +1 | 4.72M | $427.76M | +1 | n/a |
| Q3 2025 | 5 | 0 | 1.14M | $100.53M | n/a | n/a |
| Q2 2025 | 3 | 0 | 19.23K | $1.64M | n/a | n/a |
| Q1 2025 | 2 | +1 | 6.84K | $540,454 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.65K | $554,484 | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.31K | $347,036 | n/a | n/a |
| Q2 2024 | 1 | n/a | 77.21K | $5.77M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.29M | +2.2% | $120.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | -3.9% | $98.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 1.00M | -3.0% | $93.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 431.31K | +24.0% | $40.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 206.20K | +4.5% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Captrust Financial Advisors | 97.58K | -0.5% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 92.63K | -2.5% | $8.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 86.14K | +39.1% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 79.15K | -17.1% | $7.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cwm, Llc | 78.88K | +22.9% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 51.27K | -3.3% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 49.56K | +14.4% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 42.89K | Nieuw | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.99K | +0.5% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 37.41K | -8.9% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 35.96K | +12.7% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 22.42K | -15.0% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 19.75K | -11.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank Of Montreal /Can/ | 17.62K | +8.5% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 11.03K | -5.4% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 9.88K | +16.4% | $921,575 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 9.86K | +2.1% | $919,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 8.68K | +8.8% | $809,491 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Creative Planning | 6.19K | -1.3% | $577,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.52K | +20.4% | $514,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 3.75K | -2.2% | $349,763 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Assetmark, Inc | 3.42K | -5.2% | $319,077 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 2.50K | Nieuw | $233,082 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.05K | +34.9% | $98,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 969 | Nieuw | $87,675 | 0.0% | New | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 414 | 0.0% | $38,614 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 407 | -96.2% | $37,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 200 | 0.0% | $18,685 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 128 | -18.5% | $11,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $4.00M | 0.0% |
| Susquehanna International… | $233,082 | 0.0% |
| Jones Financial Companies Lllp | $87,675 | 0.0% |
Verlaten
| Citadel Advisors | $2.00M | was 0.0% |
| Rockefeller Capital… | $2,629 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 143 houders, 9.46M aandelen, $840.18M 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.