WIP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -18.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities -20.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | +4 | 3.28M | $129.18M | +5 | −1 |
| Q1 2026 | 18 | -4 | 3.38M | $133.96M | +1 | −5 |
| Q4 2025 | 22 | +1 | 1.71M | $67.39M | +1 | — |
| Q3 2025 | 3 | -1 | 909.43K | $35.66M | — | −1 |
| Q2 2025 | 2 | +1 | 1.62M | $64.58M | +1 | — |
| Q1 2025 | 1 | 0 | 1.22M | $45.68M | — | — |
| Q4 2024 | 1 | — | 544.12K | $19.69M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 2.17M | +185.3% | $85.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 418.98K | +354.3% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 418.98K | +354.3% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 163.27K | +72.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 136.75K | +0.7% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 129.96K | +8.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 129.96K | +8.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 87.23K | +0.3% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 34.72K | +123.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 34.72K | +123.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 31.38K | 0.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 18.21K | +55.8% | $721,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 13.79K | -12.3% | $546,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 8.48K | -7.5% | $335,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 8.48K | -7.5% | $335,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.14K | -0.8% | $241,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 4.45K | -8.2% | $176,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.43K | -10.7% | $55,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 960 | +11.6% | $37,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 960 | +11.6% | $37,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 509 | Nieuw | $20,156 | 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
| Fifth Third Bancorp | $20,156 | 0.0% |
Verlaten
| Jane Street Group, Llc | $6.24M | was 0.0% |
| Tidal Investments LLC | $404,890 | was 0.0% |
| Susquehanna International… | $338,833 | was 0.0% |
| Bnp Paribas Financial Markets | $16,347 | was 0.0% |
| Barclays Plc | $7,996 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 5.22M aandelen, $177.53M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.