Effectdossier · gearchiveerd kwartaal
CLIP
naam in afwachting van profielverwerking
30Gevolgde houders
+4Δ houders
4.74MGehouden aandelen
$475.71MGerapporteerde waarde
+7Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.4% ·
aandelenstroom 0.0% ·
netto nieuwe posities +13.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 4.74M | $475.71M | +7 | −3 |
| Q1 2026 | 27 | +1 | 4.74M | $476.01M | +3 | −2 |
| Q4 2025 | 26 | 0 | 3.46M | $346.03M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.11K | $312,099 | +1 | — |
| Q2 2025 | 1 | -1 | 17.98K | $1.81M | — | −1 |
| Q1 2025 | 2 | 0 | 369.75K | $37.14M | — | — |
| Q4 2024 | 2 | 0 | 274.25K | $27.45M | — | — |
| Q3 2024 | 2 | +1 | 202.52K | $20.35M | +1 | — |
| Q2 2024 | 1 | — | 7.20K | $723,585 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.91M | +5.2% | $191.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Sei Investments Co | 1.34M | +0.8% | $134.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Mirae Asset Global Investments Co.… | 235.45K | -9.1% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 235.45K | -9.1% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 211.51K | -16.8% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 211.51K | -16.8% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 135.82K | +2.9% | $13.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 132.84K | Nieuw | $13.33M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 96.82K | -64.3% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 93.72K | -14.4% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 84.87K | -7.0% | $8.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 80.09K | +40.7% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 80.09K | +40.7% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 65.62K | -23.9% | $6.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 64.66K | +5.5% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 60.30K | +17.5% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 60.30K | +17.5% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 39.25K | +30.0% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 15.94K | +7.7% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 14.97K | Nieuw | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 13.35K | -22.2% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 12.34K | -61.6% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 12.34K | -61.6% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 6.04K | Nieuw | $605,652 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.30K | -77.0% | $532,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Creative Planning | 3.76K | Nieuw | $377,579 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 3.67K | -38.2% | $367,846 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 1.80K | Nieuw | $180,311 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 512 | Nieuw | $51,374 | 0.0% | New | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 399 | -16.0% | $40,036 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 200 | -33.3% | $20,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 153 | 0.0% | $15,352 | 0.0% | Held | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 118 | Nieuw | $11,839 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 12 | — | $1,156 | 0.0% | ▲ Add | 3 | 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 | $13.33M | 0.0% |
| Focus Partners Wealth | $1.50M | 0.0% |
| HighTower Advisors, LLC | $605,652 | 0.0% |
| Creative Planning | $377,579 | 0.0% |
| Us Bancorp \De\ | $180,311 | 0.0% |
| Rockefeller Capital… | $51,374 | 0.0% |
| JPMorgan Chase | $11,839 | 0.0% |
Verlaten
| Citadel Advisors | $1.39M | was 0.0% |
| Northwestern Mutual Wealth… | $16,359 | was 0.0% |
| Fidelity (FMR) | $80 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 143 houders, 15.95M aandelen, $1.30B 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 ·
Verkrijg dit via de API