SDG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.9% ·
aandelenstroom +2.9% ·
netto nieuwe posities +15.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 12.74K | $1.11M | n/a | n/a |
| Q2 2026 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | n/a |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | n/a |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | n/a |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.60K | $1.55M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 218.44K | +0.8% | $18.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 47.04K | -5.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 39.26K | +22.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 25.19K | -2.1% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 20.10K | +105.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 13.98K | -10.3% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 13.07K | -13.7% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 12.86K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 11.19K | -3.0% | $939,602 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 11.18K | -1.4% | $938,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 10.70K | -7.0% | $898,005 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 8.13K | -6.3% | $682,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 7.89K | -1.1% | $662,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citigroup Inc | 7.43K | -2.3% | $624,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.91K | -0.9% | $579,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 6.47K | -4.3% | $543,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 5.66K | -2.0% | $475,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 5.00K | -0.5% | $419,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 4.45K | -14.4% | $373,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 4.33K | -7.1% | $363,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 2.90K | Nieuw | $243,349 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 2.55K | +29.6% | $207,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 2.44K | -7.2% | $205,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.50K | +44.7% | $126,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 1.21K | -4.0% | $101,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 848 | +239.2% | $71,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 835 | 0.0% | $70,100 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 28 | Russell Investments Group, Ltd. | 600 | Nieuw | $50,372 | 0.0% | New | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 584 | Nieuw | $49,217 | 0.0% | New | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 124 | 0.0% | $10,404 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 116 | Nieuw | $9,739 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 61 | -67.7% | $4,971 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1 | Nieuw | $85 | 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
| Raymond James Financial Inc | $243,349 | 0.0% |
| Russell Investments Group… | $50,372 | 0.0% |
| TD Waterhouse Canada Inc. | $49,217 | 0.0% |
| UBS AM, a distinct business… | $9,739 | 0.0% |
| Fidelity (FMR) | $85 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 793.12K aandelen, $59.24M 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.