TSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +25.4% ·
netto nieuwe posities +20.0%
· 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 | 25 | 0 | 7.21M | $32.50M | +1 | −2 |
| Q1 2026 | 26 | +6 | 7.15M | $32.11M | +7 | −1 |
| Q4 2025 | 20 | 0 | 5.70M | $28.17M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.25M | $6.15M | n/a | −1 |
| Q2 2025 | 1 | 0 | 16.28K | $79,456 | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.12K | $151,263 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.96K | $76,744 | n/a | n/a |
| Q3 2024 | 1 | +1 | 16.69K | $85,630 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.43M | +65.8% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.36M | +3.8% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.15M | +16.5% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 791.47K | -2.6% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 394.50K | +9.4% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 206.37K | -2.5% | $926,584 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 160.39K | -2.7% | $720,160 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Quantinno Capital Management LP | 147.98K | Nieuw | $664,439 | 0.0% | New | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 93.45K | +43.9% | $419,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Balyasny Asset Management L.P. | 91.31K | Nieuw | $409,964 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 75.51K | -21.0% | $339,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 35.26K | +4.1% | $158,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 34.40K | +4.6% | $154,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 23.93K | -5.7% | $107,429 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 23.59K | Nieuw | $105,897 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 23.34K | 0.0% | $104,780 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 22.19K | Nieuw | $99,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 17.19K | 0.0% | $77,183 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 16.45K | -37.0% | $73,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 13.27K | -73.3% | $59,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 10.77K | Nieuw | $48,357 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 9.63K | 0.0% | $43,225 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 8.00K | Nieuw | $35,920 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 4.36K | 0.0% | $20,000 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.68K | Nieuw | $7,543 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 0 | n/a | $3 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Quantinno Capital Management… | $664,439 | 0.0% |
| Balyasny Asset Management L.P. | $409,964 | 0.0% |
| Citadel Advisors | $105,897 | 0.0% |
| Hrt Financial Lp | $99,000 | 0.0% |
| Stifel Financial Corp | $48,357 | 0.0% |
| Fifth Third Bancorp | $35,920 | 0.0% |
| Rockefeller Capital… | $7,543 | 0.0% |
Verlaten
| Assetmark, Inc | $1,349 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 39.15M aandelen, $90.68M 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.