RFMZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.8% ·
aandelenstroom -2.2% ·
netto nieuwe posities -13.3%
— 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 | 15 | -2 | 3.36M | $45.85M | +1 | −3 |
| Q1 2026 | 17 | -1 | 3.44M | $43.51M | +2 | −3 |
| Q4 2025 | 18 | +1 | 3.39M | $42.87M | +1 | — |
| Q3 2025 | 1 | — | 257.51K | $3.36M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 817.45K | +0.7% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 817.45K | +0.7% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 534.34K | -11.5% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 534.34K | -11.5% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 375.96K | -3.7% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 375.96K | -3.7% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 351.75K | -0.9% | $4.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 220.56K | -5.6% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 187.03K | +7.3% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 55.73K | +2.7% | $759,641 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 55.73K | +2.7% | $759,641 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 44.40K | +31.4% | $605,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 17.63K | 0.0% | $240,324 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 14.90K | 0.0% | $203,062 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 14.46K | Nieuw | $197,103 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.93K | +4.0% | $189,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.93K | +4.0% | $189,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 12.20K | -20.8% | $166,255 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 3.06K | -24.8% | $41,640 | 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
| Susquehanna International… | $197,103 | 0.0% |
Verlaten
| Truist Financial Corp | $204,247 | was 0.0% |
| Northwestern Mutual Wealth… | $40,531 | was 0.0% |
| BlackRock | $3,631 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 7.52M aandelen, $95.50M 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.