SFLR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom +5.4% ·
netto nieuwe posities +16.7%
· 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 | 1 | 0 | 133.95K | $5.30M | n/a | −1 |
| Q2 2026 | 24 | +2 | 21.68M | $836.56M | +7 | −6 |
| Q1 2026 | 24 | +4 | 15.39M | $545.06M | +5 | −1 |
| Q4 2025 | 20 | 0 | 14.61M | $538.52M | n/a | n/a |
| Q3 2025 | 1 | -1 | 1.77K | $63,665 | n/a | −1 |
| Q2 2025 | 1 | +1 | 39.11K | $1.31M | +1 | n/a |
| Q2 2024 | 1 | n/a | 16.56K | $511,600 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.92M | +1.2% | $209.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 4.59M | +7.8% | $162.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.56M | -19.1% | $55.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 567.06K | +39.6% | $20.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 482.19K | -2.7% | $17.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 432.36K | +110.3% | $15.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 382.88K | +33.5% | $13.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 363.84K | +8.5% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 268.65K | +53.3% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 248.54K | +4.0% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 187.70K | +7.2% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 116.75K | -0.3% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 72.94K | +14.8% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 51.51K | +270.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 47.01K | +11.1% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 43.86K | +178.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 24.79K | Nieuw | $877,708 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 18.70K | Nieuw | $662,167 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 5.66K | +220.0% | $200,350 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 3.88K | Nieuw | $137,320 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.94K | Nieuw | $104,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 1.21K | Nieuw | $42,882 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 374 | +113.7% | $13,243 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 48 | -82.2% | $1,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $877,708 | 0.0% |
| Jane Street Group, Llc | $662,167 | 0.0% |
| Fifth Third Bancorp | $137,320 | 0.0% |
| Royal Bank Of Canada | $104,000 | 0.0% |
| Blair William & Co/Il | $42,882 | 0.0% |
Verlaten
| UBS Group AG | $18,430 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 192 houders, 33.65M aandelen, $1.16B 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.