Effectdossier · gearchiveerd kwartaal
ADX
naam in afwachting van profielverwerking
45Gevolgde houders
+4Δ houders
10.81MGehouden aandelen
$236.69MGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.8% ·
aandelenstroom -4.9% ·
netto nieuwe posities +8.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 42 | -2 | 10.37M | $264.94M | +2 | −4 |
| Q1 2026 | 45 | +4 | 10.81M | $236.69M | +4 | — |
| Q4 2025 | 41 | 0 | 11.37M | $265.21M | — | — |
| Q3 2025 | 2 | -1 | 2.39M | $53.30M | — | −1 |
| Q2 2025 | 1 | +1 | 12.15K | $263,798 | +1 | — |
| Q4 2024 | 1 | 0 | 16.26K | $328,533 | — | — |
| Q3 2024 | 1 | 0 | 80.90K | $1.74M | — | — |
| Q2 2024 | 1 | — | 76.76K | $1.65M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 3.57M | -0.6% | $78.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.29M | -3.9% | $28.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.29M | -3.9% | $28.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.29M | -3.9% | $28.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.16M | -37.4% | $25.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.16M | -37.4% | $25.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.16M | -37.4% | $25.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.16M | -37.4% | $25.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 980.33K | +4.8% | $21.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 980.33K | +4.8% | $21.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 980.33K | +4.8% | $21.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 980.33K | +4.8% | $21.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 417.54K | +3.5% | $9.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 387.09K | -10.5% | $8.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 382.30K | -4.6% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 317.23K | +174.2% | $6.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 291.42K | +32.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 291.42K | +32.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 291.42K | +32.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 283.99K | +1.0% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 283.99K | +1.0% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 283.99K | +1.0% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 271.46K | -37.0% | $6.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 197.91K | +9.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 197.91K | +9.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 161.05K | +33.2% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 146.76K | -2.5% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 110.81K | +53.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 110.81K | +53.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 110.81K | +53.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 104.16K | +6.7% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 72.95K | -2.1% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 64.27K | -1.0% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 58.37K | -8.6% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Invesco Ltd. | 48.07K | +22.3% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 47.64K | -1.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 47.08K | +228.3% | $990,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 47.08K | +228.3% | $990,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 47.08K | +228.3% | $990,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 40.65K | -10.8% | $888,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 40.65K | -10.8% | $888,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 37.72K | +222.6% | $825,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 36.95K | -1.7% | $808,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 33.37K | +1.8% | $730,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cerity Partners LLC | 32.16K | +9.6% | $704,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 32.16K | +9.6% | $704,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Millennium Management ✦ | 27.98K | Nieuw | $612,482 | 0.0% | New | 1 | SEC ↗ |
| 48 | Jane Street Group, Llc | 26.90K | -1.4% | $588,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Jane Street Group, Llc | 26.90K | -1.4% | $588,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Corient Private Wealth LP | 26.25K | -79.6% | $574,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 25.72K | +17.9% | $562,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 18.17K | -24.3% | $397,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 18.17K | -24.3% | $397,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 18.17K | -24.3% | $397,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 16.32K | Nieuw | $357,135 | 0.0% | New | 1 | SEC ↗ |
| 56 | Captrust Financial Advisors | 16.30K | +2.6% | $356,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Truist Financial Corp | 13.00K | +0.2% | $284,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Truist Financial Corp | 13.00K | +0.2% | $284,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cwm, Llc | 12.16K | +10.1% | $266,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 11.89K | 0.0% | $260,185 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 9.73K | -6.6% | $212,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 7.92K | +0.1% | $173,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 2.04K | +367.9% | $44,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 1.88K | +481.2% | $41,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 544 | Nieuw | $11,908 | 0.0% | New | 1 | SEC ↗ |
| 66 | BlackRock ✦ (passief) | 197 | Nieuw | $4,312 | 0.0% | New | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 63 | +1.6% | $1,379 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Citigroup Inc | 5 | 0.0% | $109 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Millennium Management | $612,482 | 0.0% |
| Susquehanna International… | $357,135 | 0.0% |
| UBS AM, a distinct business… | $11,908 | 0.0% |
| BlackRock | $4,312 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 197 houders, 20.68M aandelen, $420.58M 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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