Effectdossier
CHY
naam in afwachting van profielverwerking
32Gevolgde houders
-3Δ houders
7.46MGehouden aandelen
$101.58MGerapporteerde waarde
+2Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.6% ·
aandelenstroom +1.1% ·
netto nieuwe posities -9.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 32 | -3 | 7.46M | $101.58M | +2 | −5 |
| Q1 2026 | 36 | +4 | 7.39M | $80.51M | +5 | −1 |
| Q4 2025 | 32 | 0 | 7.26M | $82.16M | — | — |
| Q3 2025 | 2 | -1 | 930.78K | $10.44M | — | −1 |
| Q2 2025 | 2 | +1 | 25.00K | $274,711 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.46M | +1.4% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.26M | +0.7% | $17.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.26M | -3.4% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.26M | -3.4% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | +12.1% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.09M | +12.1% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 317.11K | +1726.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 237.02K | +2.7% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 221.92K | -26.3% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 221.92K | -26.3% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Corient Private Wealth LP | 170.93K | 0.0% | $2.33M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 166.54K | +2.1% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 151.51K | +1.4% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 151.08K | +29.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 137.94K | -25.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 137.94K | -25.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 119.23K | +9.2% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 64.23K | -13.4% | $874,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 64.23K | -13.4% | $874,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 58.38K | -2.3% | $795,112 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 38.05K | -0.5% | $513,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 37.63K | +3.1% | $512,512 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 37.63K | +3.1% | $512,512 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 29.31K | +0.1% | $399,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 23.89K | Nieuw | $325,409 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 22.49K | +10.5% | $306,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 18.51K | +2.4% | $252,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.26K | -22.0% | $141,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 10.20K | -72.8% | $138,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 10.20K | -72.8% | $138,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Millennium Management ✦ | 10.15K | -82.8% | $138,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 5.38K | -8.5% | $73,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 3.50K | 0.0% | $47,670 | 0.0% | Held | 3 | SEC ↗ |
| 41 | BlackRock ✦ (passief) | 3.30K | 0.0% | $44,919 | 0.0% | Held | 5 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 2.70K | +2.3% | $36,393 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.80K | 0.0% | $24,516 | 0.0% | Held | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 111 | Nieuw | $1,489 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Invesco Ltd. | $325,409 | 0.0% |
| JPMorgan Chase | $1,489 | 0.0% |
Verlaten
| Mariner, LLC | $1.11M | was 0.0% |
| Susquehanna International… | $660,871 | was 0.0% |
| Hrt Financial Lp | $320,000 | was 0.0% |
| Creative Planning | $130,353 | was 0.0% |
| Nomura Holdings Inc | $108,900 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 133 houders, 12.75M aandelen, $128.99M 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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