Effectdossier · gearchiveerd kwartaal
BLOK
naam in afwachting van profielverwerking
46Gevolgde houders
-3Δ houders
4.37MGehouden aandelen
$217.80MGerapporteerde waarde
+3Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.1% ·
aandelenstroom -3.3% ·
netto nieuwe posities -6.5%
· formule
Brede distributie: dalende aandelen en minder houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 25.92K | $1.52M | n/a | −1 |
| Q2 2026 | 49 | +5 | 4.31M | $270.25M | +5 | −1 |
| Q1 2026 | 46 | -3 | 4.37M | $217.80M | +3 | −6 |
| Q4 2025 | 49 | 0 | 4.52M | $257.40M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.45M | $97.42M | n/a | n/a |
| Q2 2025 | 3 | 0 | 42.55K | $2.43M | +1 | −1 |
| Q1 2025 | 2 | -1 | 12.71K | $468,892 | +1 | −2 |
| Q4 2024 | 3 | +1 | 20.42K | $882,026 | +2 | −1 |
| Q3 2024 | 2 | +1 | 53.87K | $2.02M | +1 | n/a |
| Q2 2024 | 1 | n/a | 54.05K | $1.92M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.56M | +0.3% | $77.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 765.86K | -24.5% | $38.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 478.45K | +10.3% | $23.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 169.78K | -5.2% | $8.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 157.28K | +12.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 148.25K | -3.5% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 132.87K | +8.8% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Susquehanna International Group, Llp | 121.24K | +104.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 83.37K | +4.5% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 67.89K | -19.0% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Qube Research & Technologies Ltd | 60.64K | +51.3% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 54.35K | -0.7% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 53.77K | +225.1% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 53.11K | +144.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Sei Investments Co | 47.28K | 0.0% | $2.36M | 0.0% | Held | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 47.17K | -39.2% | $2.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Hrt Financial Lp | 44.78K | +551.0% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 41.18K | +56.4% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 35.97K | -47.0% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 32.16K | -36.4% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 28.70K | +2.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 23.85K | -5.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 23.71K | +148.2% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 22.43K | -2.6% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Mariner, LLC | 19.17K | -14.7% | $954,667 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | UBS Group AG | 15.45K | -16.9% | $769,465 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Wealth Enhancement Advisory… | 15.02K | -50.6% | $755,077 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 14.06K | -1.8% | $700,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 7.90K | 0.0% | $393,321 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 6.70K | +0.7% | $333,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 6.35K | -13.3% | $316,431 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 5.47K | -8.0% | $272,359 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Corient Private Wealth LP | 5.35K | -64.4% | $266,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Lido Advisors, LLC | 4.25K | Nieuw | $211,849 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 2.89K | +0.8% | $144,050 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Pnc Financial Services Group, Inc. | 2.54K | +5.8% | $126,319 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 37 | JPMorgan Chase ✦ | 2.51K | -80.2% | $118,920 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | Fifth Third Bancorp | 2.29K | Nieuw | $114,314 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 1.68K | -1.9% | $83,482 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Simplex Trading, Llc | 1.19K | -23.5% | $59,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 646 | 0.0% | $32,177 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Group One Trading Llc | 567 | Nieuw | $28,242 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 383 | +3381.8% | $19,074 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 67 | +294.1% | $3,335 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 60 | 0.0% | $2,982 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 49 | 0.0% | $2,441 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Lido Advisors, LLC | $211,849 | 0.0% |
| Fifth Third Bancorp | $114,314 | 0.0% |
| Group One Trading Llc | $28,242 | 0.0% |
Verlaten
| Tidal Investments LLC | $1.39M | was 0.0% |
| Renaissance Technologies | $932,996 | was 0.0% |
| Northern Trust Corp | $221,359 | was 0.0% |
| Amundi | $220,392 | was 0.0% |
| Bank Of America Corp /De/ | $113,382 | was 0.0% |
| Jones Financial Companies Lllp | $2,276 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 247 houders, 7.21M aandelen, $345.87M 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 het vaakst nog meer 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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