RIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom +5.7% ·
netto nieuwe posities +5.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 4.17M | $48.67M | +2 | −1 |
| Q1 2026 | 19 | -1 | 3.97M | $44.01M | — | −1 |
| Q4 2025 | 19 | 0 | 3.78M | $44.35M | — | — |
| Q3 2025 | 2 | 0 | 1.78M | $21.41M | — | — |
| Q2 2025 | 1 | — | 5.53K | $67,773 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | -1.3% | $21.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.87M | -1.3% | $21.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 595.64K | +11.4% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 331.85K | +3.0% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 292.22K | +0.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 292.22K | +0.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 199.89K | -2.6% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 177.19K | +2.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 169.71K | +183.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.71K | +183.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 118.79K | -3.2% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 99.57K | -3.0% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Nomura Holdings Inc | 83.86K | 0.0% | $977,854 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Creative Planning | 68.14K | Nieuw | $794,489 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 56.87K | -7.8% | $663,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 21.71K | 0.0% | $253,104 | 0.0% | Held | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 19.28K | 0.0% | $224,805 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.85K | +0.3% | $219,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 15.37K | 0.0% | $179,249 | 0.0% | Held | 5 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 12.97K | Nieuw | $151,265 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 12.45K | +1.3% | $145,109 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 11.00K | 0.0% | $128,260 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Creative Planning | $794,489 | 0.0% |
| Citadel Advisors | $151,265 | 0.0% |
Verlaten
| National Bank Of Canada /Fi/ | $29,161 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 9.66M aandelen, $70.67M 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.