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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +15.7% · netto nieuwe posities 0.0% · formule
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 | 265.74K | $5.34M | n/a | −1 |
| 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/ | 2.29M | +13.6% | $51.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 1.96M | +29.6% | $44.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.94M | +77.6% | $43.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 1.38M | +18.4% | $31.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.32M | +6.0% | $29.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 833.47K | +40.8% | $18.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passief) | 758.90K | +46.3% | $17.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Franklin Resources Inc | 739.10K | +0.1% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 355.17K | +20.5% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 295.48K | -70.2% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Royal Bank Of Canada | 259.08K | +26.2% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Principal Financial Group Inc | 211.93K | +125.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 210.85K | +47.5% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 190.54K | Nieuw | $4.31M | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 147.21K | -12.0% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 125.76K | +17.4% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 55.44K | -0.1% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 52.50K | -14.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 36.94K | +25.2% | $835,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 22.37K | Nieuw | $505,964 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mirae Asset Global Investments Co.… | 10.63K | +212.5% | $240,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 7.52K | n/a | $170,078 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 5.94K | -1.8% | $134,052 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Rockefeller Capital Management L.P. | 5.55K | +2398.7% | $125,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 3.98K | Nieuw | $90,141 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 3.14K | 0.0% | $71,027 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.33K | -2.3% | $52,607 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 289 | +1276.2% | $6,544 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Corient Private Wealth LP | 20.97K | -50.0% | $474 | 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
| Fifth Third Bancorp | $4.31M | 0.0% |
| Susquehanna International… | $505,964 | 0.0% |
| Citigroup Inc | $90,141 | 0.0% |
Verlaten
| Commonwealth Equity Services… | $5.33M | was 0.0% |
| Jane Street Group, Llc | $5.28M | was 0.0% |
| Citadel Advisors | $376,231 | was 0.0% |
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.