Effectdossier
CWBC
naam in afwachting van profielverwerking
64Gevolgde houders
+4Δ houders
12.10MGehouden aandelen
$324.89MGerapporteerde waarde
+8Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +6.2%
— 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 | 64 | +4 | 12.10M | $324.89M | +8 | −4 |
| Q1 2026 | 62 | +4 | 7.30M | $170.11M | +9 | −5 |
| Q4 2025 | 58 | +3 | 6.63M | $149.17M | +4 | −1 |
| Q3 2025 | 14 | 0 | 4.21M | $87.79M | +1 | −1 |
| Q2 2025 | 11 | +1 | 3.72M | $72.48M | +1 | — |
| Q1 2025 | 7 | 0 | 962.41K | $17.79M | +1 | −1 |
| Q4 2024 | 7 | 0 | 868.70K | $16.83M | — | — |
| Q3 2024 | 6 | +1 | 602.18K | $11.60M | +1 | — |
| Q2 2024 | 5 | — | 586.20K | $10.85M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.39M | +26.4% | $64.11M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 2 | Dimensional Fund Advisors Lp | 1.27M | +50.5% | $33.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Wellington Management ✦ | 1.14M | +275.2% | $30.52M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 1.08M | +44.4% | $28.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 815.65K | +139.1% | $21.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 616.97K | +55.6% | $16.58M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 385.57K | +16.5% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Manufacturers Life Insurance… | 338.45K | -0.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 326.58K | +361.2% | $8.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 296.13K | -0.3% | $7.95M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 286.95K | Nieuw | $7.71M | 0.0% | New | 1 | SEC ↗ |
| 12 | Hotchkis & Wiley Capital Management… | 277.86K | +0.7% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 259.32K | +80.5% | $6.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 221.53K | +2109.3% | $5.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Northern Trust Corp | 209.61K | +46.5% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Franklin Resources Inc | 169.41K | +1096.8% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 155.83K | +86.0% | $4.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Squarepoint Ops LLC | 150.36K | Nieuw | $4.04M | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 130.45K | +420.2% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Connor, Clark & Lunn Investment… | 107.83K | +91.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 101.85K | Nieuw | $2.74M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 98.68K | +1.8% | $2.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 23 | Bank of New York Mellon Corp | 96.82K | +58.3% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 24 | Prudential Financial Inc | 95.61K | +322.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | First Trust Advisors Lp | 87.06K | +7.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 77.98K | +14.7% | $2.09M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 27 | Creative Planning | 71.67K | +83.1% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Charles Schwab Investment… | 69.77K | +63.8% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Barclays Plc | 67.08K | +64.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Alliancebernstein L.P. | 67.46K | Nieuw | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 51.34K | Nieuw | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 32 | Victory Capital Management Inc | 47.00K | +4.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 46.29K | Nieuw | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 34 | Nuveen, LLC | 38.20K | +72.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Sei Investments Co | 37.91K | -46.6% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Principal Financial Group Inc | 36.04K | +7.5% | $968,115 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Mercer Global Advisors Inc /Adv | 34.90K | +6.9% | $937,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 32.39K | +23.9% | $869,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 32.14K | +482.5% | $863,280 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Cerity Partners LLC | 32.10K | Nieuw | $862,180 | 0.0% | New | 1 | SEC ↗ ×3 |
| 41 | Rhumbline Advisers | 31.47K | +49.4% | $845,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 31.11K | +9.7% | $835,614 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Bank Of America Corp /De/ | 27.85K | -35.4% | $748,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 25.45K | +0.2% | $683,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 24.00K | +89.2% | $644,614 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Wells Fargo & Company/Mn | 23.98K | +105.6% | $644,003 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 47 | T. Rowe Price ✦ | 20.46K | +80.7% | $550,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 16.69K | +747.5% | $448,206 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Royal Bank Of Canada | 15.01K | +2253.1% | $403,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | JPMorgan Chase ✦ | 11.50K | +53.8% | $307,909 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.32K | +40.2% | $304,109 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | New York State Common Retirement… | 10.65K | +76.5% | $285,952 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bnp Paribas Financial Markets | 7.48K | -2.5% | $200,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 5.31K | +26.7% | $142,547 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Us Bancorp \De\ | 2.91K | -0.5% | $78,055 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Legal & General Group Plc | 2.37K | +62.0% | $63,658 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 723 | +1.5% | $19,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 539 | 0.0% | $14,478 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 382 | +4144.4% | $10,261 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 379 | 0.0% | $10,180 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Federated Hermes, Inc. | 314 | Nieuw | $8,434 | 0.0% | New | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 166 | +25.8% | $4,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fifth Third Bancorp | 91 | 0.0% | $2,444 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Optiver Holding B.V. | 52 | -68.3% | $1,397 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $7.71M | 0.0% |
| Squarepoint Ops LLC | $4.04M | 0.0% |
| Marshall Wace | $2.74M | 0.0% |
| Alliancebernstein L.P. | $1.57M | 0.0% |
| D. E. Shaw & Co. | $1.38M | 0.0% |
| Hrt Financial Lp | $1.24M | 0.0% |
| Cerity Partners LLC | $862,180 | 0.0% |
| Federated Hermes, Inc. | $8,434 | 0.0% |
Verlaten
| Qube Research & Technologies… | $1.51M | was 0.0% |
| Hsbc Holdings Plc | $491,833 | was 0.0% |
| Susquehanna International… | $413,365 | was 0.0% |
| Simplex Trading, Llc | $62,397 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 11.19M aandelen, $257.17M 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.
Open-market aankopen (P)
Aug 31
CAGLE DAWN M
Officer · EXECUTIVE VICE… · 188 aand @ 21.51 · $4,044
Aug 31
LIVINGSTON SHANNON R
Officer · EXECUTIVE VICE… · 107 aand @ 21.51 · $2,302
Aug 21
LOKEY JAMES W
Director · 54 aand @ 25.92 · $1,406
Aug 21
STOVESAND KIRK
Director · 255 aand @ 26.10 · $6,656
Aug 10
GILL JAGROOP
Director · 4.77K aand @ 24.88 · $118,678
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Aug 14
SC 13G/A — Fourthstone 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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