RTM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom -3.5% ·
netto nieuwe posities -4.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.01M | $38.88M | +1 | −2 |
| Q1 2026 | 22 | +1 | 1.04M | $40.08M | +3 | −2 |
| Q4 2025 | 21 | -1 | 896.05K | $30.52M | — | −1 |
| Q3 2025 | 5 | 0 | 153.79K | $5.04M | — | — |
| Q2 2025 | 2 | -1 | 23.99K | $777,488 | — | −1 |
| Q1 2025 | 2 | +1 | 51.19K | $1.62M | +1 | — |
| Q4 2024 | 1 | +1 | 20.89K | $680,224 | +1 | — |
| Q2 2024 | 1 | — | 8.67K | $298,959 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 248.68K | — | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 248.68K | — | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 248.68K | — | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 197.82K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 107.72K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 107.72K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 99.51K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 70.76K | +0.5% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 70.76K | +0.5% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 44.46K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 44.46K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 44.46K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 40.22K | -13.8% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 24.12K | — | $822,629 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 24.12K | — | $822,629 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 15.79K | — | $538,144 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 15.79K | — | $538,144 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 11.96K | — | $407,636 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 9.19K | — | $313,291 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 9.19K | — | $313,291 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 8.55K | -50.0% | $291,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 8.45K | — | $277,163 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 2.01K | — | $68,578 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.98K | +8.3% | $67,407 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Blair William & Co/Il | 1.51K | — | $51,456 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.45K | — | $49,479 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 762 | — | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 505 | — | $17,209 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 500 | — | $17,038 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 83 | — | $2,828 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $580,559 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 1.81M aandelen, $69.13M 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.