SOR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom -3.0% ·
netto nieuwe posities -10.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 90.32K | -1.8% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | First Trust Advisors Lp | 74.53K | +4.4% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 68.32K | +12.3% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 58.96K | +16.0% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 31.92K | +4.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 24.80K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 21.31K | -4.4% | $987,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 13.94K | -7.7% | $645,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 12.65K | -4.2% | $586,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 6.83K | -22.0% | $316,574 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 6.80K | -4.6% | $315,068 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 5.48K | +4.5% | $253,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 4.32K | Nieuw | $200,056 | 0.0% | New | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 3.59K | +15.9% | $166,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.77K | -5.7% | $123,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.32K | 0.0% | $58,725 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.00K | +1900.0% | $46,320 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 525 | 0.0% | $24,318 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cwm, Llc | 67 | 0.0% | $3,103 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 3 | -99.9% | $139 | 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
| Susquehanna International… | $200,056 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $842,295 | was 0.0% |
| Ameriprise Financial Inc | $533,263 | was 0.0% |
| Fidelity (FMR) | $46 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 1.47M aandelen, $67.84M 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.