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naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 3.92M | $193.48M | +2 | −2 |
| Q1 2026 | 22 | 0 | 3.69M | $182.83M | +2 | −2 |
| Q4 2025 | 22 | 0 | 3.59M | $178.15M | — | — |
| Q3 2025 | 3 | +1 | 434.14K | $21.56M | +1 | — |
| Q1 2025 | 1 | +1 | 11.66K | $579,636 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.00M | +4.9% | $99.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.00M | +4.9% | $99.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 815.06K | +2.7% | $40.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 223.00K | +22.6% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 183.35K | -24.6% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 89.83K | +7.1% | $4.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 83.37K | +14.6% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 68.65K | +1.1% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 63.87K | +8.7% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 31.25K | +31.7% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 20.97K | +4.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 20.29K | +12.8% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 20.29K | +12.8% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 17.37K | +543.1% | $860,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 14.80K | -2.8% | $732,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 14.52K | -50.0% | $719,224 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.11K | -47.0% | $649,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 11.67K | +81.6% | $577,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 9.94K | Nieuw | $492,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 7.39K | -31.6% | $366,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.19K | +2.3% | $58,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 151 | +34.8% | $7,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 144 | +4.3% | $7,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 10 | Nieuw | $496 | 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
| Hrt Financial Lp | $492,000 | 0.0% |
| JPMorgan Chase | $496 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $794,695 | was 0.0% |
| Susquehanna International… | $767,248 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 95 houders, 9.36M aandelen, $451.03M 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.