VGM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom -6.6% ·
netto nieuwe posities +10.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 690.51K | -19.3% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 686.77K | +6.5% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 572.72K | -4.5% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 571.97K | +0.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 517.76K | +19.7% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 493.82K | +3.9% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 366.52K | +6.5% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 236.92K | -3.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 187.14K | +46.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 169.23K | +6.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 149.38K | -13.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 112.45K | -69.7% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 86.88K | +41.3% | $857,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $837,184 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 15 | Baird Financial Group, Inc. | 51.27K | 0.0% | $505,985 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 16 | Invesco Ltd. | 41.70K | -55.1% | $411,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 40.57K | -0.6% | $400,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 37.25K | -10.1% | $367,706 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 35.60K | 0.0% | $351,372 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 24.44K | -7.2% | $241,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 20.36K | Nieuw | $200,963 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Nuveen, LLC | 18.69K | 0.0% | $184,510 | 0.0% | Held | 2 | SEC ↗ |
| 23 | First Trust Advisors Lp | 15.42K | -14.5% | $152,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 14.35K | Nieuw | $141,654 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.24K | Nieuw | $81,329 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 4.91K | +2353.5% | $48,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 2.04K | 0.0% | $20,145 | 0.0% | Held | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 585 | Nieuw | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 1 | Nieuw | $6 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $200,963 | 0.0% |
| Fisher Asset Management | $141,654 | 0.0% |
| Fifth Third Bancorp | $81,329 | 0.0% |
| UBS AM, a distinct business… | $5,774 | 0.0% |
| Jones Financial Companies Lllp | $6 | 0.0% |
Verlaten
| Allspring Global Investments… | $1.45M | was 0.0% |
| Assetmark, Inc | $8,389 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 108 houders, 11.82M aandelen, $105.72M 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.