SABA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom -5.2% ·
netto nieuwe posities +15.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 1.07M | Nieuw | $8.92M | 0.0% | New | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.04M | +2.4% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 414.80K | -0.9% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 355.85K | -61.6% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Baird Financial Group, Inc. | 100.93K | -0.9% | $839,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.79K | +3.8% | $755,406 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 34.22K | -1.1% | $284,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 26.15K | +32.1% | $217,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 22.77K | +227.5% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 19.93K | -13.8% | $165,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 17.53K | -8.4% | $145,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 15.10K | Nieuw | $125,632 | 0.0% | New | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 12.73K | Nieuw | $105,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Creative Planning | 11.94K | Nieuw | $99,377 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 10.08K | -1.0% | $83,832 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Rockefeller Capital Management L.P. | 1.52K | -19.9% | $12,627 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 561 | Nieuw | $4,668 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 110 | 0.0% | $915 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Toronto Dominion Bank | $8.92M | 0.0% |
| Citadel Advisors | $125,632 | 0.0% |
| Hrt Financial Lp | $105,000 | 0.0% |
| Creative Planning | $99,377 | 0.0% |
| Pnc Financial Services Group… | $4,668 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $111,706 | was 0.0% |
| Bank Of America Corp /De/ | $26,309 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 14.09M aandelen, $116.89M 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.