SMMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -12.7% ·
netto nieuwe posities -3.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.11K | $230,512 | n/a | n/a |
| Q2 2026 | 35 | +2 | 2.94M | $135.30M | +2 | n/a |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | n/a |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | n/a | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | n/a |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | n/a | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | n/a |
| Q2 2024 | 1 | n/a | 28.60K | $1.07M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | +0.2% | $54.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 355.54K | -18.7% | $15.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 249.64K | -3.6% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 169.13K | -1.5% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 134.54K | -18.5% | $5.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 81.15K | +1.5% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 79.58K | +23.6% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 67.38K | -1.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 65.76K | +4.0% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 62.99K | -7.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Goldman Sachs Group ✦ | 55.27K | +192.8% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 49.87K | -87.6% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 44.89K | -1.0% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 36.60K | +4.9% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 32.14K | +70.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 24.59K | +9.7% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 13.77K | -8.8% | $600,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 12.65K | +3.9% | $551,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 12.34K | -31.8% | $538,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.89K | -11.1% | $475,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 10.47K | 0.0% | $456,490 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.61K | -0.5% | $375,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.51K | -2.4% | $240,601 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 5.31K | Nieuw | $235,104 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 5.34K | +4.2% | $232,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 4.96K | -7.5% | $216,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.77K | +1.9% | $164,510 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 3.75K | +0.3% | $163,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.27K | 0.0% | $55,612 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 353 | 0.0% | $15,417 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Blair William & Co/Il | 317 | 0.0% | $13,827 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 24 | +84.6% | $1,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 7 | 0.0% | $305 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $235,104 | 0.0% |
Verlaten
| Mariner, LLC | $237,883 | was 0.0% |
| Cwm, Llc | $32,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 4.36M aandelen, $186.30M 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.