WCMI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +3.1% ·
netto nieuwe posities +4.3%
· 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 | 1.39M | $26.15M | n/a | n/a |
| Q2 2026 | 28 | +1 | 27.83M | $544.70M | +4 | −4 |
| Q1 2026 | 29 | +6 | 24.62M | $412.97M | +7 | −1 |
| Q4 2025 | 23 | +1 | 18.95M | $323.12M | +1 | n/a |
| Q3 2025 | 1 | 0 | 642.25K | $10.83M | n/a | n/a |
| Q2 2025 | 1 | 0 | 43.90K | $698,449 | n/a | n/a |
| Q1 2025 | 1 | +1 | 51.41K | $726,881 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.64M | n/a | $61.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.24M | n/a | $55.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Bank of New York Mellon Corp | 2.45M | n/a | $41.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 1.35M | n/a | $23.03M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 1.18M | n/a | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 1.20M | +86.2% | $20.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.16M | n/a | $19.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 702.11K | n/a | $11.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | HighTower Advisors, LLC | 626.72K | n/a | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 625.74K | n/a | $10.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 601.02K | n/a | $10.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 597.98K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 557.32K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 346.91K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Envestnet Asset Management Inc | 295.47K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 121.57K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 115.44K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 48.25K | n/a | $820,664 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 37.57K | n/a | $639,094 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 22.86K | n/a | $388,916 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 14.53K | n/a | $247,172 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 12.65K | Nieuw | $215,211 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 2.14K | n/a | $36,401 | 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
| D. E. Shaw & Co. | $215,211 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 171 houders, 54.93M aandelen, $899.77M 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.