Effectdossier · gearchiveerd kwartaal
CLOA
naam in afwachting van profielverwerking
35Gevolgde houders
+3Δ houders
11.05MGehouden aandelen
$573.62MGerapporteerde waarde
+7Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.4% ·
aandelenstroom +3.7% ·
netto nieuwe posities +8.6%
· 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 | 35 | +3 | 11.05M | $573.62M | +7 | −4 |
| Q1 2026 | 33 | +3 | 10.66M | $552.54M | +6 | −3 |
| Q4 2025 | 29 | -1 | 8.80M | $455.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | n/a | n/a |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | n/a | n/a |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | n/a | n/a |
| Q2 2024 | 1 | n/a | 68.68K | $3.57M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 2.02M | -24.4% | $104.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.97M | +1.5% | $102.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 967.25K | +17.2% | $50.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 648.04K | +10.3% | $33.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 587.13K | +9.2% | $30.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Mml Investors Services, Llc | 475.11K | +7.8% | $24.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 276.25K | +6.8% | $14.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Assetmark, Inc | 242.83K | -16.2% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citigroup Inc | 200.01K | Nieuw | $10.38M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 163.52K | +34.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Osaic Holdings, Inc. | 146.09K | +93.6% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Northwestern Mutual Wealth… | 145.59K | Nieuw | $7.56M | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 138.52K | -8.2% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 115.17K | -0.2% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Captrust Financial Advisors | 86.67K | +15.4% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 75.50K | +5.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Goldman Sachs Group ✦ | 74.49K | Nieuw | $3.87M | 0.0% | New | 1 | SEC ↗ |
| 19 | Schroder Investment Management Group | 65.91K | +33.4% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 60.88K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 59.60K | Nieuw | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 50.50K | -13.4% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Royal Bank Of Canada | 22.50K | +137.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Pnc Financial Services Group, Inc. | 19.83K | +44.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 19.09K | -0.3% | $988,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 12.59K | +0.2% | $653,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 10.90K | -8.9% | $565,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 10.00K | 0.0% | $519,100 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 8.88K | Nieuw | $460,857 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 6.57K | -2.3% | $341,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 6.38K | -78.5% | $330,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 5.11K | Nieuw | $265,312 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.48K | Nieuw | $76,753 | 0.0% | New | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 1.26K | 0.0% | $65,614 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 172 | -91.5% | $8,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citigroup Inc | $10.38M | 0.0% |
| Northwestern Mutual Wealth… | $7.56M | 0.0% |
| Goldman Sachs Group | $3.87M | 0.0% |
| Lido Advisors, LLC | $3.09M | 0.0% |
| Jane Street Group, Llc | $460,857 | 0.0% |
| Rockefeller Capital… | $265,312 | 0.0% |
| Fidelity (FMR) | $76,753 | 0.0% |
Verlaten
| Citadel Advisors | $3.76M | was 0.0% |
| Bank of New York Mellon Corp | $1.18M | was 0.0% |
| Hrt Financial Lp | $556,000 | was 0.0% |
| Susquehanna International… | $478,022 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 209 houders, 27.78M aandelen, $1.43B 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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