QUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.3% ·
aandelenstroom -1.6% ·
netto nieuwe posities -14.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -4 | 3.41M | $637.58M | +3 | −8 |
| Q1 2026 | 41 | +8 | 3.47M | $595.30M | +12 | −4 |
| Q4 2025 | 33 | -1 | 3.61M | $629.24M | n/a | −1 |
| Q3 2025 | 6 | +1 | 344.90K | $59.05M | +1 | n/a |
| Q2 2025 | 2 | +1 | 23.34K | $3.81M | +1 | n/a |
| Q4 2024 | 1 | 0 | 13.22K | $2.05M | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.62K | $1.36M | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.88K | $3.08M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 205.40K | -6.8% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 161.12K | -21.0% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 39.76K | -8.1% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 21.09K | -1.4% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 8.12K | -1.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Fidelity (FMR) ✦ | 4.21K | +40.5% | $786,836 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 2.13K | 0.0% | $397,267 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 1.64K | Nieuw | $306,152 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 1.12K | Nieuw | $208,747 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 262 | -38.1% | $48,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 43 | 0.0% | $8,035 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Citigroup Inc | 9 | -95.5% | $1,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $306,152 | 0.0% |
| Truist Financial Corp | $208,747 | 0.0% |
Verlaten
| Goldman Sachs Group | $480,249 | was 0.0% |
| Jones Financial Companies Lllp | $178,430 | was 0.0% |
| UBS AM, a distinct business… | $2,746 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 185 houders, 6.27M aandelen, $1.07B 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.