XMVM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.6% ·
aandelenstroom +10.4% ·
netto nieuwe posities +12.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +3 | 2.77M | $196.53M | +5 | −2 |
| Q1 2026 | 22 | 0 | 2.51M | $163.32M | +2 | −2 |
| Q4 2025 | 22 | +2 | 2.37M | $151.97M | +2 | — |
| Q3 2025 | 2 | 0 | 208.62K | $12.86M | — | — |
| Q2 2025 | 1 | -1 | 628 | $34,954 | — | −1 |
| Q1 2025 | 1 | +1 | 9.69K | $511,144 | +1 | — |
| Q3 2024 | 1 | 0 | 4.90K | $271,606 | +1 | −1 |
| Q2 2024 | 1 | — | 18.22K | $940,904 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 624.82K | +2.2% | $44.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 282.19K | +18.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 282.19K | +18.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 268.12K | +38.5% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 268.12K | +38.5% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 177.88K | +10.2% | $12.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 92.25K | +26.9% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 75.67K | -0.7% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 75.67K | -0.7% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 55.91K | +48.4% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 53.66K | -5.0% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 49.58K | +13.9% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 45.79K | +1.5% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 45.79K | +1.5% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 28.03K | -60.1% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 23.72K | +1.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 19.66K | +48.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 18.49K | +134.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 10.30K | Nieuw | $730,476 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 4.16K | -49.6% | $295,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 3.90K | Nieuw | $276,588 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 3.33K | Nieuw | $236,235 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.01K | +14.4% | $213,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 3.01K | +14.4% | $213,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.63K | +2.5% | $115,874 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 875 | Nieuw | $62,458 | 0.0% | New | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 124 | Nieuw | $8,762 | 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
| Two Sigma Investments | $730,476 | 0.0% |
| UBS Group AG | $276,588 | 0.0% |
| Jane Street Group, Llc | $236,235 | 0.0% |
| JPMorgan Chase | $62,458 | 0.0% |
| Russell Investments Group… | $8,762 | 0.0% |
Verlaten
| Mariner, LLC | $1.27M | was 0.0% |
| Susquehanna International… | $522,132 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 4.29M aandelen, $271.52M 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.