Effectdossier · gearchiveerd kwartaal
CHAT
naam in afwachting van profielverwerking
39Gevolgde houders
+12Δ houders
1.34MGehouden aandelen
$132.51MGerapporteerde waarde
+13Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
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 | 39 | +12 | 1.34M | $132.51M | +13 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | n/a | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | n/a |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | n/a |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | n/a | 12.77K | $476,449 | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 667.47K | +24.0% | $65.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 163.19K | +326.6% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 101.53K | Nieuw | $10.02M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 100.00K | +6.4% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 60.78K | -4.8% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 30.66K | -1.9% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 29.25K | +56.7% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 24.43K | Nieuw | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 10 | Belvedere Trading LLC | 19.66K | Nieuw | $1.94M | 0.2% | New | 1 | SEC ↗ |
| 11 | Creative Planning | 14.18K | +16.9% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 10.86K | Nieuw | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Mariner, LLC | 9.03K | +12.8% | $890,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 8.60K | +20.6% | $788,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 6.65K | 0.0% | $656,617 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 6.27K | -16.5% | $618,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 5.29K | Nieuw | $521,576 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 5.22K | +87.0% | $515,141 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Group One Trading Llc | 5.05K | +238.2% | $497,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 4.30K | -12.5% | $424,747 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.17K | -94.7% | $411,890 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 3.40K | Nieuw | $335,512 | 0.0% | New | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 3.00K | Nieuw | $296,237 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.94K | Nieuw | $290,231 | 0.0% | New | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 2.91K | Nieuw | $287,529 | 0.0% | New | 1 | SEC ↗ |
| 27 | Simplex Trading, Llc | 2.74K | -17.4% | $269,988 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 2.60K | Nieuw | $256,568 | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.12K | +81.4% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | JPMorgan Chase ✦ | 1.32K | 0.0% | $126,163 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 31 | Barclays Plc | 800 | 0.0% | $78,944 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 660 | +30.4% | $65,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 299 | 0.0% | $29,505 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 157 | Nieuw | $15,493 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 132 | -21.0% | $13,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 100 | 0.0% | $9,868 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $3,355 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 20 | Nieuw | $1,971 | 0.0% | New | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 12 | Nieuw | $1,122 | 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
| Susquehanna International… | $10.02M | 0.0% |
| Hrt Financial Lp | $2.41M | 0.0% |
| Belvedere Trading LLC | $1.94M | 0.2% |
| IMC-Chicago, LLC | $1.07M | 0.0% |
| Cetera Investment Advisers | $521,576 | 0.0% |
| Goldman Sachs Group | $335,512 | 0.0% |
| Brown Advisory Inc | $296,237 | 0.0% |
| Mml Investors Services, Llc | $290,231 | 0.0% |
| Captrust Financial Advisors | $287,529 | 0.0% |
| Cerity Partners LLC | $256,568 | 0.0% |
| Russell Investments Group… | $15,493 | 0.0% |
| National Bank Of Canada /Fi/ | $1,971 | 0.0% |
Verlaten
| Jane Street Group, Llc | $4.01M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 3.43M aandelen, $203.11M 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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