Effectdossier · gearchiveerd kwartaal
BUG
naam in afwachting van profielverwerking
48Gevolgde houders
+5Δ houders
5.90MGehouden aandelen
$148.11MGerapporteerde waarde
+10Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.6% ·
aandelenstroom +10.4% ·
netto nieuwe posities +10.4%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -3 | 5.27M | $201.21M | +3 | −7 |
| Q1 2026 | 48 | +5 | 5.90M | $148.11M | +10 | −5 |
| Q4 2025 | 43 | 0 | 5.35M | $162.89M | n/a | n/a |
| Q3 2025 | 5 | -1 | 1.47M | $51.86M | +1 | −2 |
| Q2 2025 | 4 | 0 | 28.37K | $1.05M | n/a | n/a |
| Q1 2025 | 2 | +1 | 31.63K | $1.02M | +1 | n/a |
| Q4 2024 | 1 | -2 | 23.26K | $746,285 | n/a | −2 |
| Q3 2024 | 3 | +1 | 71.17K | $2.20M | +2 | −1 |
| Q2 2024 | 2 | n/a | 20.43K | $604,201 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.29M | +29.2% | $32.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.10M | -17.5% | $27.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Bank Of America Corp /De/ | 301.42K | +17.0% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 271.98K | -28.8% | $6.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Susquehanna International Group, Llp | 239.61K | +262.2% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 230.34K | -13.2% | $5.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 218.22K | +28.7% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 205.77K | +398.4% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Mirae Asset Global Investments Co.… | 187.56K | -28.6% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 182.84K | -1.9% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Simplex Trading, Llc | 170.08K | +21294.0% | $4.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Tudor Investment Corp Et Al | 163.13K | Nieuw | $4.10M | 0.0% | New | 1 | SEC ↗ |
| 13 | Hrt Financial Lp | 140.62K | Nieuw | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 136.02K | +16.7% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | HighTower Advisors, LLC | 122.92K | -7.9% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 119.39K | Nieuw | $3.00M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 111.66K | -10.0% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 103.59K | -8.9% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | IMC-Chicago, LLC | 75.29K | Nieuw | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 70.10K | -52.8% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 69.07K | +36.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Commonwealth Equity Services, Llc | 53.63K | -37.9% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 52.03K | -18.0% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 43.07K | -28.2% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Group One Trading Llc | 42.69K | +24018.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 38.38K | +4.2% | $963,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 30.21K | -15.7% | $758,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 21.04K | -74.8% | $528,188 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 16.86K | +22.0% | $423,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 13.91K | +50.5% | $349,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Tidal Investments LLC | 12.43K | Nieuw | $302,146 | 0.0% | New | 1 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 11.48K | +15.7% | $288,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 9.60K | Nieuw | $241,006 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cibc World Market Inc. | 9.47K | +4.4% | $237,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 8.39K | -51.8% | $215,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 6.94K | -1.4% | $174,274 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Cwm, Llc | 4.93K | -56.2% | $123,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 4.61K | +723.6% | $115,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 3.30K | Nieuw | $83,287 | 0.0% | New | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 2.18K | -87.8% | $54,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Optiver Holding B.V. | 2.00K | Nieuw | $50,220 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.64K | -57.2% | $41,194 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 950 | Nieuw | $23,855 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 629 | +106.9% | $15,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 588 | Nieuw | $14,141 | 0.0% | New | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 545 | -27.3% | $13,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 171 | 0.0% | $4,294 | 0.0% | Held | 2 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 1 | -99.8% | $28 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Tudor Investment Corp Et Al | $4.10M | 0.0% |
| Hrt Financial Lp | $3.53M | 0.0% |
| Citadel Advisors | $3.00M | 0.0% |
| IMC-Chicago, LLC | $1.89M | 0.0% |
| Tidal Investments LLC | $302,146 | 0.0% |
| Point72 Asset Management | $241,006 | 0.0% |
| TD Waterhouse Canada Inc. | $83,287 | 0.0% |
| Optiver Holding B.V. | $50,220 | 0.0% |
| Deutsche Bank Ag\ | $23,855 | 0.0% |
| Jones Financial Companies Lllp | $14,141 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $3.99M | was 0.0% |
| Corient Private Wealth LP | $2.65M | was 0.0% |
| Truist Financial Corp | $221,901 | was 0.0% |
| Barclays Plc | $46,025 | was 0.0% |
| Russell Investments Group… | $1,157 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 195 houders, 14.01M aandelen, $298.75M 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 ·
Verkrijg dit via de API