Effectdossier
BOXX
naam in afwachting van profielverwerking
40Gevolgde houders
+9Δ houders
4.77MGehouden aandelen
$559.11MGerapporteerde waarde
+10Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +29.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +9 | 4.77M | $559.11M | +10 | −1 |
| Q1 2026 | 32 | +1 | 3.70M | $429.77M | +5 | −4 |
| Q4 2025 | 31 | 0 | 4.79M | $551.49M | — | — |
| Q3 2025 | 5 | 0 | 108.31K | $12.33M | — | — |
| Q2 2025 | 2 | -1 | 71.67K | $8.08M | — | −1 |
| Q1 2025 | 3 | 0 | 1.13M | $126.03M | — | — |
| Q4 2024 | 3 | +1 | 979.30K | $108.00M | +1 | — |
| Q3 2024 | 2 | 0 | 812.83K | $88.54M | — | — |
| Q2 2024 | 2 | — | 681.19K | $73.44M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.38M | -1.6% | $162.44M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 695.00K | +15.6% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Mariner, LLC | 455.75K | +61.2% | $53.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 455.75K | +61.2% | $53.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 393.33K | +5.5% | $46.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 306.99K | +3789.4% | $35.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 306.99K | +3789.4% | $35.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 296.91K | +59.8% | $34.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 265.73K | +9727.2% | $31.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 244.87K | +133.4% | $28.67M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 103.63K | -7.2% | $12.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 101.06K | +555.2% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 61.36K | +21.1% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 59.40K | -10.3% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 52.60K | +220.7% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 51.02K | +20.6% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 51.02K | +20.6% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 43.36K | +1.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 43.36K | +1.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 35.30K | -33.0% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 35.30K | -33.0% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 35.30K | -33.0% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 33.77K | -13.3% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 32.42K | 0.0% | $3.80M | 0.0% | Held | 2 | SEC ↗ |
| 25 | LPL Financial LLC | 26.02K | +45.3% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 25.17K | Nieuw | $2.95M | 0.0% | New | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 18.74K | +4.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 13.45K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 13.45K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 10.19K | Nieuw | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 10.00K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 10.00K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 9.04K | -2.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 7.59K | +244.4% | $888,479 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 7.59K | +244.4% | $888,479 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 5.49K | +67.8% | $643,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Raymond James Financial Inc | 4.86K | -3.5% | $569,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 4.30K | Nieuw | $503,772 | 0.0% | New | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 3.78K | -7.7% | $442,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 2.86K | Nieuw | $334,994 | 0.0% | New | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 2.80K | 0.0% | $327,852 | 0.0% | Held | 4 | SEC ↗ |
| 42 | Charles Schwab Investment… | 2.48K | Nieuw | $290,032 | 0.0% | New | 1 | SEC ↗ |
| 43 | Cibc World Market Inc. | 2.28K | Nieuw | $267,434 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 1.90K | 0.0% | $222,471 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Corient Private Wealth LP | 1.88K | Nieuw | $219,895 | 0.0% | New | 1 | SEC ↗ |
| 46 | UBS Group AG | 1.31K | Nieuw | $153,505 | 0.0% | New | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 963 | +114.0% | $112,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 152 | 0.0% | $17,798 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 42 | 0.0% | $4,918 | 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
| Citadel Advisors | $2.95M | 0.0% |
| Creative Planning | $1.58M | 0.0% |
| Creative Planning | $1.58M | 0.0% |
| Jane Street Group, Llc | $1.19M | 0.0% |
| Cerity Partners LLC | $1.17M | 0.0% |
| Cerity Partners LLC | $1.17M | 0.0% |
| Lido Advisors, LLC | $503,772 | 0.0% |
| Susquehanna International… | $334,994 | 0.0% |
| Charles Schwab Investment… | $290,032 | 0.0% |
| Cibc World Market Inc. | $267,434 | 0.0% |
| Corient Private Wealth LP | $219,895 | 0.0% |
| UBS Group AG | $153,505 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $32,677 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 327 houders, 17.57M aandelen, $1.94B 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: Q2 2026 ·
Methodologie ·
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