STOT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities -5.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 4.11M | $193.48M | +3 | −4 |
| Q1 2026 | 21 | +2 | 3.06M | $144.35M | +4 | −2 |
| Q4 2025 | 19 | -1 | 1.88M | $88.80M | — | −1 |
| Q3 2025 | 2 | 0 | 267.93K | $12.70M | — | — |
| Q2 2025 | 1 | +1 | 7.17K | $339,689 | +1 | — |
| Q4 2024 | 1 | 0 | 15.75K | $738,139 | — | — |
| Q3 2024 | 1 | 0 | 25.98K | $1.23M | — | — |
| Q2 2024 | 1 | — | 8.65K | $405,206 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 962.76K | +39.4% | $45.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 962.76K | +39.4% | $45.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 962.76K | +39.4% | $45.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 962.31K | +59.8% | $45.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 790.73K | +33.6% | $37.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 790.73K | +33.6% | $37.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 639.70K | +38.7% | $30.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | UBS Group AG | 283.47K | +2.4% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 283.47K | +2.4% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 151.71K | +21.0% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 151.71K | +21.0% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 127.56K | Nieuw | $6.00M | 0.0% | New | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 50.96K | -0.5% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 32.14K | +4.7% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 21.85K | +22.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 20.36K | -0.7% | $958,076 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 19.56K | -40.6% | $920,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 16.61K | -51.2% | $781,804 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.49K | +162.2% | $587,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 8.04K | +246.0% | $378,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 8.04K | +246.0% | $378,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.04K | +246.0% | $378,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 5.48K | Nieuw | $257,935 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 4.80K | -64.1% | $225,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 599 | Nieuw | $28,174 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 310 | +30900.0% | $14,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 310 | +30900.0% | $14,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $6.00M | 0.0% |
| Fifth Third Bancorp | $257,935 | 0.0% |
| Jones Financial Companies Lllp | $28,174 | 0.0% |
Verlaten
| Citadel Advisors | $2.56M | was 0.0% |
| Susquehanna International… | $1.66M | was 0.0% |
| Jane Street Group, Llc | $731,269 | was 0.0% |
| Citigroup Inc | $79,131 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 5.40M aandelen, $252.73M 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.