TMFG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.0% ·
aandelenstroom +6.7% ·
netto nieuwe posities +11.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -3 | 347.75K | $10.69M | +3 | −6 |
| Q1 2026 | 26 | +3 | 411.06K | $11.62M | +4 | −1 |
| Q4 2025 | 23 | +2 | 385.16K | $11.62M | +2 | n/a |
| Q3 2025 | 3 | 0 | 16.06K | $480,863 | n/a | n/a |
| Q2 2025 | 1 | -1 | 5.08K | $154,480 | n/a | −1 |
| Q1 2025 | 1 | +1 | 7.40K | $204,932 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.05K | $325,003 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 70.23K | +36.9% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 43.95K | -7.4% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 42.59K | -2.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 36.72K | -39.0% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 35.87K | +152.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 29.01K | 0.0% | $819,927 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 18.70K | -3.8% | $528,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 17.81K | 0.0% | $503,132 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 16.68K | +0.5% | $471,283 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 12.30K | -5.5% | $347,522 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 11.71K | +75.9% | $330,728 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Mariner, LLC | 11.56K | -18.6% | $326,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 11.02K | Nieuw | $311,354 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 9.93K | +17.8% | $280,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 9.80K | Nieuw | $276,910 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 9.30K | +13.1% | $262,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 8.93K | 0.0% | $252,213 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 7.68K | -23.9% | $217,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.61K | 0.0% | $73,720 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.56K | +366.9% | $44,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.56K | Nieuw | $43,995 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $29,704 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 227 | Nieuw | $6,414 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 143 | 0.0% | $3,940 | 0.0% | Held | 3 | SEC ↗ |
| 25 | UBS Group AG | 84 | -58.6% | $2,374 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 40 | 0.0% | $1,130 | 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
| Susquehanna International… | $311,354 | 0.0% |
| Ameriprise Financial Inc | $276,910 | 0.0% |
| Cwm, Llc | $43,995 | 0.0% |
| Wells Fargo & Company/Mn | $6,414 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $353,704 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 718.56K aandelen, $18.97M 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.