BOE
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -3.6% ·
flux d'actions +3.0% ·
nouvelles positions nettes -3.7%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 13.73M | $165.94M | +2 | −3 |
| Q1 2026 | 29 | +2 | 13.33M | $146.09M | +3 | −1 |
| Q4 2025 | 27 | 0 | 12.65M | $148.11M | — | — |
| Q3 2025 | 1 | — | 7.30M | $84.46M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Lazard Asset Management Llc | 886.75K | 0.0% | $10.72M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 811.53K | +3.6% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 811.53K | +3.6% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 674.79K | +4.5% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 674.79K | +4.5% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 638.05K | -14.4% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 638.05K | -14.4% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 521.98K | +6.6% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Allspring Global Investments… | 459.28K | +14.0% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 261.37K | -0.7% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 198.18K | -6.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 198.18K | -6.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 163.16K | +26.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 163.16K | +26.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 154.76K | -17.4% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 138.38K | +3.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 138.38K | +3.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 66.38K | +7.0% | $802,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 66.20K | -3.0% | $800,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 60.05K | -37.6% | $725,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 52.40K | +0.1% | $633,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 40.80K | +4.2% | $493,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 40.80K | +4.2% | $493,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 32.74K | -10.3% | $395,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 25.04K | +26.2% | $302,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 17.81K | 0.0% | $215,299 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 13.62K | -0.8% | $167,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 12.53K | Nouveau | $151,488 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 11.47K | +8.3% | $138,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 4.41K | 0.0% | $53,281 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.41K | 0.0% | $53,281 | 0.0% | Held | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 1.30K | Nouveau | $15,665 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.02K | +104.4% | $12,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 384 | +33.3% | $4,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Mercer Global Advisors Inc… | $151,488 | 0.0% |
| National Bank Of Canada /Fi/ | $15,665 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $237,383 | était 0.0% |
| BlackRock | $14,686 | était 0.0% |
| JPMorgan Chase | $42 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 120 détenteurs, 20.42M actions, $218.78M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.