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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +7.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 7.02M | $320.40M | +3 | −3 |
| Q1 2026 | 22 | +3 | 6.57M | $301.38M | +6 | −3 |
| Q4 2025 | 19 | 0 | 5.53M | $255.77M | +1 | −1 |
| Q3 2025 | 5 | 0 | 3.04M | $141.53M | n/a | n/a |
| Q2 2025 | 3 | 0 | 16.46K | $759,616 | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.59K | $772,457 | n/a | n/a |
| Q4 2024 | 1 | 0 | 77.72K | $3.48M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.36K | $259,581 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.57M | -14.4% | $117.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Fifth Third Bancorp | 2.25M | +2097.6% | $102.49M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.24M | -25.2% | $57.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 360.74K | -31.3% | $16.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 213.50K | +34.0% | $9.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 93.35K | +21.9% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 53.05K | Nieuw | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 50.79K | +84.0% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 43.72K | -94.6% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 41.36K | Nieuw | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 28.85K | -43.7% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 24.47K | +231.7% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 13.01K | -7.2% | $593,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 12.74K | Nieuw | $580,552 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 5.84K | +145975.0% | $266,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 5.23K | -31.9% | $238,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 4.47K | -7.4% | $203,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.99K | +186.5% | $181,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 1.07K | -65.0% | $48,862 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 727 | 0.0% | $33,137 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 230 | +65.5% | $10,491 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.42M | 0.0% |
| Mercer Global Advisors Inc… | $1.89M | 0.0% |
| Truist Financial Corp | $580,552 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.08M | was 0.0% |
| Citadel Advisors | $1.48M | was 0.0% |
| Us Bancorp \De\ | $2,201 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 181 houders, 17.78M aandelen, $790.13M 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.