SAMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +9.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 6.28M | $299.87M | +4 | −2 |
| Q1 2026 | 20 | +4 | 3.38M | $132.58M | +5 | −1 |
| Q4 2025 | 16 | +1 | 1.69M | $65.02M | +1 | — |
| Q3 2025 | 1 | -1 | 393 | $14,659 | — | −1 |
| Q2 2025 | 1 | +1 | 12.30K | $423,489 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.33M | +71.5% | $111.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 1.70M | +55.5% | $81.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 1.70M | +55.5% | $81.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.41M | +188.6% | $67.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.41M | +188.6% | $67.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.41M | +188.6% | $67.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.41M | +188.6% | $67.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 278.43K | Nieuw | $13.29M | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 278.43K | Nieuw | $13.29M | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 278.43K | Nieuw | $13.29M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 144.28K | +32.9% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 115.20K | +241.1% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cibc World Market Inc. | 84.86K | +352.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 72.31K | +49.5% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 38.93K | +45.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 38.93K | +45.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 24.97K | +126.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 24.97K | +126.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 17.88K | +1.1% | $853,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 14.16K | Nieuw | $645,221 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 11.50K | +27.4% | $549,052 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 11.32K | 0.0% | $540,210 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 8.06K | +7.5% | $384,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 8.06K | +7.5% | $384,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 7.01K | -53.7% | $334,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 5.95K | Nieuw | $283,785 | 0.0% | New | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 5.92K | -6.2% | $282,815 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.72K | +1857.9% | $268,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.72K | +1857.9% | $268,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 5.72K | +1857.9% | $268,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.15K | +18.2% | $54,851 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.15K | +18.2% | $54,851 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 42 | Nieuw | $2,005 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Royal Bank Of Canada | $13.29M | 0.0% |
| Royal Bank Of Canada | $13.29M | 0.0% |
| Royal Bank Of Canada | $13.29M | 0.0% |
| Jones Financial Companies Lllp | $645,221 | 0.0% |
| Fifth Third Bancorp | $283,785 | 0.0% |
| Osaic Holdings, Inc. | $2,005 | 0.0% |
Verlaten
| Two Sigma Investments | $4.79M | was 0.0% |
| Wells Fargo & Company/Mn | $8,247 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 11.34M aandelen, $422.80M 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.