RFV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +1.6% ·
netto nieuwe posities +11.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +4 | 737.13K | $105.37M | +4 | n/a |
| Q1 2026 | 28 | +1 | 691.63K | $89.87M | +3 | −2 |
| Q4 2025 | 27 | +3 | 692.86K | $88.55M | +3 | n/a |
| Q3 2025 | 4 | -1 | 193.24K | $24.79M | n/a | −1 |
| Q2 2025 | 3 | 0 | 12.37K | $1.50M | n/a | n/a |
| Q1 2025 | 2 | 0 | 13.29K | $1.52M | n/a | n/a |
| Q4 2024 | 2 | 0 | 11.14K | $1.35M | n/a | n/a |
| Q3 2024 | 2 | 0 | 10.31K | $1.22M | n/a | n/a |
| Q2 2024 | 2 | n/a | 13.04K | $1.46M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 178.39K | +1.0% | $22.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 169.21K | n/a | $21.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 62.04K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 50.48K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 43.08K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 37.56K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 37.29K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 15.60K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 13.77K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 12.88K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 11.44K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 9.82K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 8.30K | Nieuw | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 8.05K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 5.85K | Nieuw | $747,752 | 0.0% | New | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 5.13K | 0.0% | $655,992 | 0.0% | Held | 7 | SEC ↗ |
| 17 | UBS Group AG | 4.58K | n/a | $585,319 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 4.56K | n/a | $582,471 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.39K | -56.9% | $561,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 3.63K | n/a | $464,395 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Nova Scotia | 2.62K | n/a | $334,194 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.76K | +40.6% | $225,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.24K | n/a | $158,191 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 600 | n/a | $76,679 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 432 | n/a | $55,209 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 111 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 30 | Nieuw | $3,920 | 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
| Two Sigma Investments | $1.06M | 0.0% |
| Citadel Advisors | $747,752 | 0.0% |
| JPMorgan Chase | $3,920 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 82 houders, 964.11K aandelen, $122.23M 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.