Effectdossier
CII
naam in afwachting van profielverwerking
30Gevolgde houders
+4Δ houders
6.35MGehouden aandelen
$166.09MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom +1.3% ·
netto nieuwe posities +13.3%
— 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 | 30 | +4 | 6.35M | $166.09M | +5 | −1 |
| Q1 2026 | 26 | -2 | 6.27M | $131.74M | +1 | −3 |
| Q4 2025 | 28 | 0 | 5.85M | $136.75M | — | — |
| Q3 2025 | 1 | — | 699.99K | $16.10M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 783.33K | +0.9% | $20.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 783.33K | +0.9% | $20.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 766.48K | +5.3% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 766.48K | +5.3% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 575.05K | +0.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 482.59K | -2.1% | $12.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Invesco Ltd. | 406.30K | +5.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 406.30K | +5.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 359.25K | +1.0% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 244.42K | -5.0% | $6.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 132.38K | +4.1% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 132.38K | +4.1% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 82.90K | -2.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 60.29K | +4.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 60.29K | +4.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 53.12K | -2.0% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 52.00K | -1.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 29.72K | -80.0% | $777,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 27.12K | +47.6% | $709,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 17.79K | +15.0% | $465,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Nuveen, LLC | 17.49K | Nieuw | $457,259 | 0.0% | New | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 16.79K | -15.7% | $438,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 16.63K | -17.9% | $434,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 15.05K | Nieuw | $393,453 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 12.20K | Nieuw | $319,004 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 12.20K | Nieuw | $319,004 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 8.80K | Nieuw | $230,094 | 0.0% | New | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 8.80K | Nieuw | $230,094 | 0.0% | New | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 8.30K | Nieuw | $217,071 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 4.76K | +46.8% | $124,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 1.98K | 0.0% | $51,672 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.85K | +16.4% | $48,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 375 | 0.0% | $9,806 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $457,259 | 0.0% |
| Susquehanna International… | $393,453 | 0.0% |
| Jane Street Group, Llc | $319,004 | 0.0% |
| Jane Street Group, Llc | $319,004 | 0.0% |
| Baird Financial Group, Inc. | $230,094 | 0.0% |
| Baird Financial Group, Inc. | $230,094 | 0.0% |
| Financial Engines Advisors… | $217,071 | 0.0% |
Verlaten
| Mirae Asset Global… | $129,357 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 105 houders, 9.33M aandelen, $192.98M 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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