Effectdossier
CSQ
naam in afwachting van profielverwerking
40Gevolgde houders
+3Δ houders
25.86MGehouden aandelen
$531.66MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.1% ·
aandelenstroom +1.5% ·
netto nieuwe posities +5.0%
— 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
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.87M | +0.2% | $100.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 4.30M | -1.6% | $88.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | UBS Group AG | 3.94M | +0.7% | $80.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 3.05M | -0.6% | $62.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.36M | +10.8% | $48.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 2.16M | +2.1% | $44.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.25M | +2.0% | $25.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 772.01K | -1.4% | $15.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 748.41K | +5.4% | $15.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 412.71K | +6.2% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 369.25K | +11.8% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 315.63K | +2.4% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 301.48K | +5.1% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 195.50K | +33.0% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 159.93K | +0.4% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 117.05K | +9.3% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 80.27K | -41.6% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 65.47K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 65.42K | +3.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Invesco Ltd. | 54.31K | -29.1% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 32.03K | +1.2% | $658,578 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 31.01K | +13.2% | $644,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 24.88K | +8.6% | $511,492 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 24.77K | -29.6% | $509,374 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 23.96K | Nieuw | $492,634 | 0.0% | New | 1 | SEC ↗ |
| 26 | Empower Advisory Group, LLC | 18.41K | 0.0% | $378,489 | 0.0% | Held | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 14.96K | 0.0% | $303,525 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 28 | Corient Private Wealth LP | 14.57K | 0.0% | $299,601 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 14.54K | +40.8% | $298,922 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 13.98K | 0.0% | $287,429 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 13.02K | -6.6% | $267,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 12.36K | +14.5% | $254,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 11.23K | Nieuw | $230,943 | 0.0% | New | 1 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 11.14K | 0.0% | $228,956 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 10.88K | Nieuw | $223,592 | 0.0% | New | 1 | SEC ↗ |
| 36 | Kayne Anderson Rudnick Investment… | 10.06K | 0.0% | $206,895 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 2.10K | +24.7% | $43,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.94K | 0.0% | $39,825 | 0.0% | Held | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 560 | 0.0% | $11,514 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 0 | — | $4 | 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
| Creative Planning | $492,634 | 0.0% |
| Cerity Partners LLC | $230,943 | 0.0% |
| Mercer Global Advisors Inc… | $223,592 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.06M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 217 houders, 38.48M aandelen, $654.65M 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.
Sep 11
SC 13G — Equitable Holdings, Inc.
Sep 08
SC 13G — BlackRock Portfolio Management LLC
Sep 08
SC 13G — LINCOLN NATIONAL LIFE INSURANCE CO /IN/
Sep 08
SC 13G/A — MetLife Investment Management, LLC
Jul 28
SC 13G/A — Apollo Management Holdings GP, LLC
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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