RQI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +5.5% ·
netto nieuwe posities -5.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.81M | +1.1% | $34.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.35M | +10.7% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.28M | +3.8% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | UBS Group AG | 1.08M | +19.0% | $13.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 1.04M | +12.6% | $12.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 765.43K | -6.0% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 370.66K | -16.2% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 350.95K | +27.1% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 331.43K | +0.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Commonwealth Equity Services, Llc | 298.09K | -1.1% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 169.91K | +5.9% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 114.50K | +69.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 99.83K | +14.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 91.65K | +1.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 81.34K | +5.2% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Man Group plc | 76.18K | Nieuw | $937,800 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 61.71K | +3.3% | $759,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 61.05K | -7.4% | $751,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 56.72K | +660.4% | $708,395 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Baird Financial Group, Inc. | 53.22K | -13.2% | $655,188 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 50.78K | +40.5% | $625,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 47.13K | +2.0% | $580,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.61K | 0.0% | $462,930 | 0.0% | Held | 2 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 33.00K | +3.1% | $406,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 31.07K | +3.1% | $382,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 30.10K | -48.9% | $370,558 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Brown Advisory Inc | 17.96K | +1.7% | $221,087 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | First Trust Advisors Lp | 16.50K | -81.3% | $203,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 14.11K | -82.8% | $173,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 5.98K | 0.0% | $73,589 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 2.40K | +96.0% | $29,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $29,544 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 34 | UBS AM, a distinct business unit of… | 410 | 0.0% | $5,047 | 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
| Man Group plc | $937,800 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $610,784 | was 0.0% |
| Hrt Financial Lp | $152,000 | was 0.0% |
| Citadel Advisors | $146,185 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 199 houders, 24.59M aandelen, $282.40M 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.