RWK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +2.0% ·
netto nieuwe posities +3.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 41.27K | $5.84M | n/a | n/a |
| Q2 2026 | 34 | +1 | 3.72M | $543.48M | +3 | −3 |
| Q1 2026 | 35 | +4 | 3.69M | $473.55M | +5 | −1 |
| Q4 2025 | 31 | +1 | 3.65M | $462.30M | +1 | n/a |
| Q3 2025 | 5 | 0 | 904.89K | $113.12M | +1 | −1 |
| Q2 2025 | 2 | 0 | 4.05K | $473,817 | n/a | n/a |
| Q1 2025 | 1 | +1 | 3.05K | $329,250 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 938.02K | +7.4% | $118.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 649.34K | n/a | $82.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 603.54K | n/a | $76.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 287.71K | n/a | $36.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 278.88K | n/a | $35.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 132.65K | n/a | $16.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 118.49K | n/a | $14.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 77.10K | n/a | $9.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 74.85K | n/a | $9.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 74.60K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 64.29K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 61.02K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 52.55K | n/a | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 50.00K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 34.94K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 33.68K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.49K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 16.32K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 14.39K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 12.54K | +76.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 10.80K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 10.04K | -51.3% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 9.29K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 6.43K | n/a | $813,770 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 4.27K | +21.3% | $539,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 3.41K | n/a | $430,723 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 2.42K | n/a | $305,780 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 2.04K | n/a | $257,473 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Fidelity (FMR) ✦ | 1.41K | +244.5% | $178,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citigroup Inc | 411 | n/a | $51,975 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 331 | n/a | $41,798 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $1.37M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 5.95M aandelen, $755.04M 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.