Effectdossier · gearchiveerd kwartaal
CATH
naam in afwachting van profielverwerking
41Gevolgde houders
0Δ houders
2.98MGehouden aandelen
$263.69MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.1% · netto nieuwe posities -2.4% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Truist Financial Corp | 335.77K | +23.1% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 174.01K | +9.2% | $15.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 164.45K | +0.3% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Corient Private Wealth LP | 161.37K | +19.7% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 110.11K | +7.6% | $9.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Fifth Third Bancorp | 91.72K | -1.5% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 74.28K | +1.1% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Baird Financial Group, Inc. | 65.00K | +14.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 62.61K | +4.0% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Cerity Partners LLC | 62.34K | 0.0% | $5.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Sei Investments Co | 51.50K | +0.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 47.79K | +2.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Aristotle Capital Management, LLC | 46.57K | -63.0% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 46.91K | +31.0% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Chevy Chase Trust Holdings, LLC | 45.65K | -9.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 45.60K | 0.0% | $4.04M | 0.0% | Held | 3 | SEC ↗ |
| 20 | UBS Group AG | 44.89K | +4.5% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Creative Planning | 39.84K | +4.6% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 34.55K | +15.0% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 31.68K | +208.6% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 30.46K | +0.1% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Brown Advisory Inc | 25.74K | +38.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 19.83K | -0.8% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 16.85K | +20.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Stifel Financial Corp | 16.76K | -3.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 10.39K | -0.7% | $919,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 10.21K | 0.0% | $903,674 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 8.28K | 0.0% | $732,985 | 0.0% | Held | 5 | SEC ↗ |
| 32 | CIBC Bancorp USA Inc. | 7.53K | +170.3% | $666,494 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Financial Engines Advisors L.L.C. | 7.11K | +80.9% | $629,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Lido Advisors, LLC | 6.03K | 0.0% | $533,567 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 3.14K | -92.6% | $277,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank Julius Baer & Co. Ltd, Zurich | 3.09K | +64.0% | $271,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 545 | -5.7% | $48,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 431 | 0.0% | $37,850 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 418 | 0.0% | $36,993 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 410 | -1.4% | $36,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citigroup Inc | 35 | Nieuw | $3,098 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citigroup Inc | $3,098 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.84M | was 0.0% |
| Russell Investments Group… | $2,657 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 201 houders, 7.08M aandelen, $553.01M 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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