Effectdossier · gearchiveerd kwartaal
BLOK
naam in afwachting van profielverwerking
49Gevolgde houders
+5Δ houders
4.31MGehouden aandelen
$270.25MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.4% ·
aandelenstroom +3.3% ·
netto nieuwe posities +8.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 25.92K | $1.52M | n/a | n/a |
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +7.5% | $105.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 842.57K | +10.0% | $52.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 493.00K | +3.0% | $30.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 190.52K | +21.1% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 154.21K | +4.0% | $9.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 146.63K | +10.3% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 89.78K | +7.7% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 83.63K | +23.2% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 75.17K | +41.5% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 55.43K | +133.8% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Baird Financial Group, Inc. | 54.05K | +0.5% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 49.82K | -8.3% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 42.39K | +2.9% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 38.86K | +8.0% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Sei Investments Co | 37.67K | -20.3% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wealthfront Advisers LLC | 29.97K | -6.8% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 28.84K | +0.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Susquehanna International Group, Llp | 26.01K | -78.5% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 23.04K | +2.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Creative Planning | 17.65K | +25.6% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Hrt Financial Lp | 14.48K | -67.7% | $906,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 13.07K | -13.0% | $819,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 11.35K | +78.8% | $711,139 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | JPMorgan Chase ✦ | 11.06K | +340.5% | $696,891 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 25 | Tidal Investments LLC | 11.06K | Nieuw | $692,500 | 0.0% | New | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 10.19K | -78.4% | $638,325 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 9.84K | -83.8% | $616,404 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 8.12K | +2.9% | $508,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 8.10K | +51.3% | $506,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 7.97K | +19.1% | $499,349 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mariner, LLC | 7.62K | -60.2% | $477,452 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 7.56K | -51.0% | $473,608 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Renaissance Technologies ✦ | 6.84K | Nieuw | $428,201 | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 5.59K | Nieuw | $350,227 | 0.0% | New | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 4.64K | -15.1% | $290,759 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Lido Advisors, LLC | 4.25K | +0.1% | $266,552 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Us Bancorp \De\ | 2.95K | +2.0% | $184,821 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $158,830 | 0.0% | Held | 3 | SEC ↗ ×4 |
| 39 | Fifth Third Bancorp | 2.29K | 0.0% | $143,736 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 2.14K | +27.6% | $133,903 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Simplex Trading, Llc | 1.29K | +8.2% | $80,667 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Group One Trading Llc | 658 | +16.1% | $41,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 646 | 0.0% | $40,459 | 0.0% | Held | 3 | SEC ↗ |
| 44 | BlackRock ✦ (passief) | 383 | 0.0% | $23,983 | 0.0% | Held | 5 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 205 | Nieuw | $12,839 | 0.0% | New | 1 | SEC ↗ |
| 46 | Allspring Global Investments… | 113 | Nieuw | $6,990 | 0.0% | New | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 60 | 0.0% | $3,766 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 49 | 0.0% | $3,069 | 0.0% | Held | 3 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 17 | -74.6% | $1,065 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Tidal Investments LLC | $692,500 | 0.0% |
| Renaissance Technologies | $428,201 | 0.0% |
| Citadel Advisors | $350,227 | 0.0% |
| Russell Investments Group… | $12,839 | 0.0% |
| Allspring Global Investments… | $6,990 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $8.46M | 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: Q2 2026 ·
Methodologie ·
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