SDG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom +4.3% ·
netto nieuwe posities -3.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 25.16K | -0.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 20.58K | +2.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Focus Partners Wealth | 12.86K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 12.61K | -3.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 10.48K | -6.3% | $937,684 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 10.23K | -8.4% | $915,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 9.31K | +14.5% | $832,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 9.12K | +257.7% | $804,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 8.30K | +5.2% | $742,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 7.63K | Nieuw | $682,707 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citigroup Inc | 6.87K | -7.6% | $614,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Creative Planning | 6.68K | +3.3% | $597,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 6.55K | -5.1% | $585,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 5.46K | -3.6% | $487,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 5.32K | +22.6% | $475,313 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Us Bancorp \De\ | 5.00K | 0.0% | $447,153 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Mariner, LLC | 4.32K | -2.9% | $385,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.46K | -2.6% | $130,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 1.24K | +1.9% | $110,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 26 | Russell Investments Group, Ltd. | 600 | 0.0% | $53,658 | 0.0% | Held | 2 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 584 | 0.0% | $51,827 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 162 | +16100.0% | $14,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 159 | +160.7% | $14,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 124 | 0.0% | $11,067 | 0.0% | Held | 3 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 116 | 0.0% | $10,374 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $682,707 | 0.0% |
Verlaten
| Raymond James Financial Inc | $243,349 | was 0.0% |
| Wealthfront Advisers LLC | $205,012 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.