TLTW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom +9.2% ·
netto nieuwe posities +3.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 265.74K | $5.34M | n/a | n/a |
| Q2 2026 | 33 | +3 | 16.54M | $369.27M | +3 | n/a |
| Q1 2026 | 30 | 0 | 13.51M | $305.15M | +3 | −3 |
| Q4 2025 | 30 | +1 | 11.68M | $264.83M | +1 | n/a |
| Q3 2025 | 4 | -1 | 643.98K | $15.06M | n/a | −1 |
| Q2 2025 | 3 | 0 | 136.86K | $3.17M | n/a | n/a |
| Q1 2025 | 1 | +1 | 17.10K | $411,426 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.01M | n/a | $45.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 1.51M | n/a | $34.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.24M | n/a | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.17M | n/a | $26.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | +98.7% | $24.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 990.84K | n/a | $22.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Franklin Resources Inc | 738.74K | n/a | $16.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 591.94K | n/a | $13.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | BlackRock ✦ (passief) | 518.65K | +514.2% | $11.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Assetmark, Inc | 294.85K | n/a | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 235.12K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 233.01K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 205.23K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Osaic Holdings, Inc. | 167.31K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 143.00K | n/a | $3.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 110.34K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Mml Investors Services, Llc | 107.11K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Principal Financial Group Inc | 94.10K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 61.06K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 55.52K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 41.94K | n/a | $950,752 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 29.50K | n/a | $668,818 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 16.60K | Nieuw | $376,231 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.04K | -45.4% | $137,052 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Mirae Asset Global Investments Co.… | 3.40K | n/a | $77,078 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 3.14K | n/a | $71,184 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.38K | n/a | $53,961 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 222 | n/a | $5,034 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 21 | 0.0% | $472 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 0 | n/a | $9 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $376,231 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 129 houders, 21.81M aandelen, $479.17M 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.