Effectdossier · gearchiveerd kwartaal
BUG
naam in afwachting van profielverwerking
44Gevolgde houders
-3Δ houders
5.38MGehouden aandelen
$205.40MGerapporteerde waarde
+3Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.4% ·
aandelenstroom -8.8% ·
netto nieuwe posities -6.8%
— formule
Brede distributie — dalende aandelen en minder 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 | 44 | -3 | 5.38M | $205.40M | +3 | −6 |
| Q1 2026 | 48 | +5 | 5.90M | $148.11M | +10 | −5 |
| Q4 2025 | 43 | 0 | 5.35M | $162.89M | — | — |
| Q3 2025 | 5 | -1 | 1.47M | $51.86M | +1 | −2 |
| Q2 2025 | 4 | 0 | 28.37K | $1.05M | — | — |
| Q1 2025 | 2 | +1 | 31.63K | $1.02M | +1 | — |
| Q4 2024 | 1 | -2 | 23.26K | $746,285 | — | −2 |
| Q3 2024 | 3 | +1 | 71.17K | $2.20M | +2 | −1 |
| Q2 2024 | 2 | — | 20.43K | $604,201 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.21M | -6.3% | $46.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 270.85K | +126.8% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 261.79K | +20.0% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 232.10K | +0.8% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 231.06K | -15.1% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 231.06K | -15.1% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 109.95K | -10.6% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 109.81K | -54.2% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 103.63K | -7.2% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 91.66K | -51.1% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 59.69K | +14.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 54.19K | +41.2% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 51.64K | -3.7% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 33.96K | +61.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 33.96K | +61.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mariner, LLC | 22.01K | -27.2% | $839,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 19.51K | +15.7% | $745,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Tidal Investments LLC | 18.25K | +46.8% | $697,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Group One Trading Llc | 17.89K | -58.1% | $683,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 16.33K | +254.1% | $622,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Simplex Trading, Llc | 15.21K | -91.1% | $580,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 14.58K | Nieuw | $556,772 | 0.0% | New | 1 | SEC ↗ |
| 53 | IMC-Chicago, LLC | 14.56K | -80.7% | $556,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 11.00K | -4.1% | $420,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Cibc World Market Inc. | 9.47K | 0.0% | $361,697 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 8.77K | -37.0% | $334,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 6.68K | -20.3% | $263,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Creative Planning | 6.07K | Nieuw | $231,887 | 0.0% | New | 1 | SEC ↗ |
| 62 | Creative Planning | 6.07K | Nieuw | $231,887 | 0.0% | New | 1 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 5.35K | Nieuw | $204,194 | 0.0% | New | 1 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 4.22K | +27.8% | $165,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 2.85K | +73.7% | $108,848 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Us Bancorp \De\ | 629 | 0.0% | $24,022 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 613 | +12.5% | $23,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 450 | -23.5% | $15,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 300 | -68.4% | $11,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 171 | 0.0% | $6,530 | 0.0% | Held | 3 | SEC ↗ |
| 71 | BlackRock ✦ (passief) | 1 | 0.0% | $43 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $556,772 | 0.0% |
| Creative Planning | $231,887 | 0.0% |
| Creative Planning | $231,887 | 0.0% |
| Mercer Global Advisors Inc… | $204,194 | 0.0% |
Verlaten
| Tudor Investment Corp Et Al | $4.10M | was 0.0% |
| Hrt Financial Lp | $3.53M | was 0.0% |
| Jane Street Group, Llc | $1.76M | was 0.0% |
| Point72 Asset Management | $241,006 | was 0.0% |
| Qube Research & Technologies… | $54,639 | was 0.0% |
| Optiver Holding B.V. | $50,220 | 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 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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