SCD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom -3.2% ·
netto nieuwe posities -12.5%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 2.78M | $43.48M | +2 | −1 |
| Q1 2026 | 16 | -2 | 3.10M | $46.35M | +1 | −3 |
| Q4 2025 | 18 | 0 | 3.21M | $47.57M | — | — |
| Q3 2025 | 2 | — | 411.44K | $6.39M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.77M | -0.7% | $26.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.77M | -0.7% | $26.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.77M | -0.7% | $26.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 432.94K | -4.9% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 432.94K | -4.9% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 432.94K | -4.9% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 300.67K | +13.5% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 300.67K | +13.5% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 145.58K | -28.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 81.96K | +22.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 80.69K | +4.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 80.44K | +17.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Allspring Global Investments… | 66.70K | +1.8% | $995,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 33.75K | -3.2% | $503,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 26.02K | +2.6% | $388,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 24.58K | +0.8% | $367,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 22.15K | -12.6% | $330,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 18.50K | Nieuw | $276,205 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 14.03K | +0.3% | $209,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 9.96K | -76.4% | $148,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 45 | 0.0% | $659 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $276,205 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $320,710 | was 0.0% |
| Cetera Investment Advisers | $318,862 | was 0.0% |
| Mercer Global Advisors Inc… | $265,054 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 7.90M aandelen, $69.56M 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.