Effectdossier · gearchiveerd kwartaal
RWK
naam in afwachting van profielverwerking
35Gevolgde houders
+4Δ houders
3.69MGehouden aandelen
$473.55MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.9% ·
aandelenstroom +1.1% ·
netto nieuwe posities +11.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 961.42K | +2.5% | $123.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 625.49K | +3.6% | $80.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 589.77K | -9.2% | $75.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 326.14K | +16.9% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 264.55K | -8.1% | $33.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 141.41K | +6.6% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 126.63K | +64.2% | $16.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 122.43K | +3.3% | $15.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 87.94K | +17.9% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 74.95K | +0.1% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 67.63K | +28.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 47.38K | -22.4% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 37.60K | -41.5% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 36.72K | +9.0% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 30.14K | +9.6% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 29.99K | -40.0% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 20.00K | Nieuw | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 16.05K | -1.7% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 14.44K | +0.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 11.51K | +14.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Stifel Financial Corp | 9.37K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 8.51K | -75.6% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 7.10K | -43.3% | $911,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 6.43K | 0.0% | $825,353 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 6.32K | Nieuw | $810,218 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 4.74K | Nieuw | $608,465 | 0.0% | New | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 4.70K | +10.1% | $602,639 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 3.01K | -11.5% | $386,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 2.94K | Nieuw | $377,375 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.55K | +81.3% | $327,624 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 2.42K | 0.0% | $310,133 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 2.05K | +0.5% | $262,559 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Citigroup Inc | 975 | +137.2% | $125,054 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 270 | -18.4% | $34,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 47 | Nieuw | $6,028 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bnp Paribas Financial Markets | $2.57M | 0.0% |
| Citadel Advisors | $810,218 | 0.0% |
| UBS AM, a distinct business… | $608,465 | 0.0% |
| Fifth Third Bancorp | $377,375 | 0.0% |
| Pnc Financial Services Group… | $6,028 | 0.0% |
Verlaten
| Two Sigma Investments | $1.37M | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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