RLY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom +30.0% ·
netto nieuwe posities -7.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 27 | -1 | 8.85M | $305.51M | +2 | −4 |
| Q1 2026 | 30 | +3 | 7.34M | $265.49M | +4 | −1 |
| Q4 2025 | 27 | -1 | 5.83M | $183.48M | n/a | −1 |
| Q3 2025 | 3 | +1 | 846.65K | $26.14M | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.27K | $385,656 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.61K | $419,949 | n/a | n/a |
| Q2 2024 | 1 | n/a | 23.05K | $636,899 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.16M | +10.6% | $74.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.61M | +66.8% | $55.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.44M | +61.7% | $49.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.27M | +33.4% | $43.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 864.55K | +17.8% | $29.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 283.12K | +2.3% | $9.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 206.64K | +169.5% | $7.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 187.55K | +0.4% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 161.41K | +17.1% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 135.79K | +13.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 126.29K | +38.0% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Mariner, LLC | 116.33K | +194.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 60.02K | -3.5% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Nuveen, LLC | 56.69K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 44.74K | +1.1% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 33.80K | +22.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 29.47K | +139.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 28.39K | +12.6% | $979,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 19.94K | -0.1% | $688,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 8.73K | -22.2% | $301,342 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 3.91K | +0.1% | $134,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 3.74K | Nieuw | $128,929 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 3.48K | +77.8% | $120,651 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.40K | +5.8% | $117,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.97K | 0.0% | $68,019 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 256 | 0.0% | $8,835 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2 | +100.0% | $69 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Nuveen, LLC | $1.96M | 0.0% |
| Pnc Financial Services Group… | $128,929 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $17.83M | was 0.0% |
| Jane Street Group, Llc | $265,702 | was 0.0% |
| Northwestern Mutual Wealth… | $334 | was 0.0% |
| Simplex Trading, Llc | $72 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 150 houders, 22.73M aandelen, $707.47M 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.