RHS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.0% ·
aandelenstroom -7.4% ·
netto nieuwe posities -3.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 1.82M | $54.47M | +5 | −4 |
| Q1 2026 | 32 | -1 | 1.77M | $52.15M | +3 | −4 |
| Q4 2025 | 33 | -2 | 1.91M | $55.42M | n/a | −2 |
| Q3 2025 | 6 | +2 | 457.97K | $13.38M | +2 | n/a |
| Q2 2025 | 1 | -1 | 5.84K | $175,058 | n/a | −1 |
| Q1 2025 | 1 | 0 | 41.92K | $1.29M | n/a | n/a |
| Q4 2024 | 1 | -1 | 19.51K | $587,371 | n/a | −1 |
| Q3 2024 | 2 | +1 | 41.63K | $1.35M | +1 | n/a |
| Q2 2024 | 1 | n/a | 12.07K | $369,371 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 298.30K | +15.6% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 258.30K | +27.0% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 200.97K | +14.3% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 163.47K | -12.6% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 110.50K | -42.0% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 96.35K | -0.9% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 95.07K | +20.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 90.12K | -49.2% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 88.65K | -1.4% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 53.09K | -3.5% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 29.95K | -31.1% | $883,721 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 27.73K | Nieuw | $818,035 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 27.53K | -2.6% | $812,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 26.97K | +117.1% | $795,541 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 24.00K | -3.3% | $708,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 21.11K | 0.0% | $622,863 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 20.90K | Nieuw | $616,491 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 20.78K | +45.1% | $614,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Susquehanna International Group, Llp | 20.11K | -65.6% | $593,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 19.03K | +17.6% | $561,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 14.78K | +7.9% | $435,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.90K | +4.0% | $321,574 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Mercer Global Advisors Inc /Adv | 9.88K | +8.5% | $291,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 9.70K | +17.6% | $286,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 9.63K | Nieuw | $284,233 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 8.41K | 0.0% | $248,095 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 4.77K | 0.0% | $140,792 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Cwm, Llc | 3.43K | -2.6% | $101,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.45K | +0.4% | $72,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 485 | +76.4% | $14,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 252 | -7.3% | $7,434 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 175 | 0.0% | $5,163 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $818,035 | 0.0% |
| Goldman Sachs Group | $616,491 | 0.0% |
| D. E. Shaw & Co. | $284,233 | 0.0% |
Verlaten
| Two Sigma Investments | $2.76M | was 0.0% |
| Jane Street Group, Llc | $358,923 | was 0.0% |
| Creative Planning | $228,311 | was 0.0% |
| Rockefeller Capital… | $9,247 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 3.66M aandelen, $96.87M 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.