Effectdossier · gearchiveerd kwartaal
WCMI
naam in afwachting van profielverwerking
29Gevolgde houders
+6Δ houders
24.62MGehouden aandelen
$412.97MGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.1% ·
aandelenstroom +29.9% ·
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 28.94M | $566.47M | +4 | −3 |
| Q1 2026 | 29 | +6 | 24.62M | $412.97M | +7 | −1 |
| Q4 2025 | 23 | +1 | 18.95M | $323.12M | +1 | — |
| Q3 2025 | 1 | 0 | 642.25K | $10.83M | — | — |
| Q2 2025 | 1 | 0 | 43.90K | $698,449 | — | — |
| Q1 2025 | 1 | +1 | 51.41K | $726,881 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.04M | +65.9% | $101.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.66M | +13.2% | $61.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 3.66M | +13.2% | $61.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 3.66M | +13.2% | $61.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 2.74M | +11.6% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 2.74M | +11.6% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.74M | +11.6% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 2.74M | +11.6% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.45M | +111.1% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.45M | +111.1% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 1.54M | +13.8% | $25.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.33M | +351.7% | $22.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 1.06M | +75.5% | $17.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 1.05M | +67.6% | $17.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 992.96K | +41.4% | $16.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 992.96K | +41.4% | $16.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 992.96K | +41.4% | $16.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 992.96K | +41.4% | $16.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 872.13K | -25.9% | $14.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 728.92K | +16.5% | $12.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 579.29K | -3.1% | $9.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 574.25K | +3.0% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 521.47K | +50.3% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 521.47K | +50.3% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 166.90K | +44.6% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 101.49K | +170.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 48.25K | 0.0% | $809,085 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 34.12K | Nieuw | $572,192 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 29.58K | Nieuw | $476,820 | 0.0% | New | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 24.01K | Nieuw | $402,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 22.86K | 0.0% | $383,428 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 21.62K | -82.2% | $362,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 16.83K | +686.5% | $282,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 12.65K | 0.0% | $212,174 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 704 | Nieuw | $11,806 | 0.0% | New | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 643 | Nieuw | $10,783 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 257 | -98.2% | $4,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 157 | Nieuw | $2,633 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS Group AG | 27 | Nieuw | $453 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Ameriprise Financial Inc | $572,192 | 0.0% |
| JPMorgan Chase | $476,820 | 0.0% |
| Hrt Financial Lp | $402,000 | 0.0% |
| Us Bancorp \De\ | $11,806 | 0.0% |
| Morgan Stanley | $10,783 | 0.0% |
| Fidelity (FMR) | $2,633 | 0.0% |
| UBS Group AG | $453 | 0.0% |
Verlaten
| Citadel Advisors | $20.34M | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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