Effectdossier · gearchiveerd kwartaal
DBA
naam in afwachting van profielverwerking
42Gevolgde houders
-1Δ houders
7.26MGehouden aandelen
$193.57MGerapporteerde waarde
+4Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom -28.2% ·
netto nieuwe posities -2.4%
— formule
Brede distributie — dalende aandelen en minder 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 | 42 | -1 | 7.26M | $193.57M | +4 | −5 |
| Q1 2026 | 44 | +4 | 10.12M | $276.51M | +8 | −4 |
| Q4 2025 | 39 | 0 | 5.27M | $134.53M | — | — |
| Q3 2025 | 4 | -1 | 1.45M | $38.93M | — | −1 |
| Q2 2025 | 2 | 0 | 20.25K | $529,437 | — | — |
| Q1 2025 | 1 | 0 | 58.44K | $1.54M | — | — |
| Q4 2024 | 1 | 0 | 7.58K | $201,659 | — | — |
| Q3 2024 | 1 | 0 | 45.52K | $1.19M | — | — |
| Q2 2024 | 1 | — | 50.25K | $1.20M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.54M | +30.9% | $41.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.54M | +30.9% | $41.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.54M | +30.9% | $41.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.54M | +30.9% | $41.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.54M | +30.9% | $41.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.01M | -18.8% | $26.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.01M | -18.8% | $26.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 591.76K | -7.3% | $15.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 591.76K | -7.3% | $15.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 591.76K | -7.3% | $15.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 591.76K | -7.3% | $15.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | 1832 Asset Management L.P. | 584.53K | 0.0% | $15.59M | 0.0% | Held | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 520.33K | +21.5% | $13.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 520.33K | +21.5% | $13.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 479.81K | +4.5% | $12.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 335.08K | -55.7% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 207.46K | -28.5% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 207.46K | -28.5% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 207.46K | -28.5% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 202.57K | +45.1% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 202.57K | +45.1% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Daiwa Securities Group Inc. | 199.80K | -5.4% | $5.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 170.63K | +25.3% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Group One Trading Llc | 167.04K | +285.9% | $4.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 164.65K | +23.1% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 164.65K | +23.1% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Simplex Trading, Llc | 136.18K | -1.6% | $3.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Manufacturers Life Insurance… | 122.34K | -56.9% | $3.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 109.05K | +80.4% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 109.05K | +80.4% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 96.31K | +2.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 96.31K | +2.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 80.04K | +110.4% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 79.55K | +4.6% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 79.55K | +4.6% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 76.61K | +38.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 76.61K | +38.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 76.61K | +38.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 69.33K | Nieuw | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 44.20K | +29.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 40.10K | -1.7% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 36.15K | -80.5% | $964,201 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 26.17K | +5.3% | $697,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 26.17K | +0.9% | $697,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 22.38K | 0.0% | $596,821 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 16.92K | +56.8% | $451,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Creative Planning | 12.97K | +4.3% | $345,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Hrt Financial Lp | 11.91K | Nieuw | $317,000 | 0.0% | New | 1 | SEC ↗ |
| 49 | Jane Street Group, Llc | 11.46K | Nieuw | $305,612 | 0.0% | New | 1 | SEC ↗ |
| 50 | Mackenzie Financial Corp | 10.87K | Nieuw | $289,930 | 0.0% | New | 1 | SEC ↗ |
| 51 | Mariner, LLC | 10.46K | +17.7% | $278,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 9.89K | -3.4% | $263,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | IMC-Chicago, LLC | 9.50K | -85.0% | $253,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Parallax Volatility Advisers, L.P. | 9.10K | 0.0% | $242,777 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Captrust Financial Advisors | 8.46K | -16.4% | $225,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 6.04K | +12.8% | $161,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 6.04K | +12.8% | $161,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 6.04K | +12.8% | $161,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 6.04K | +12.8% | $161,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 3.19K | -6.6% | $85,139 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 2.81K | -10.4% | $75,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 2.81K | -10.4% | $75,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Citigroup Inc | 1.42K | 0.0% | $37,925 | 0.0% | Held | 3 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 540 | 0.0% | $14,510 | 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
| Citadel Advisors | $1.85M | 0.0% |
| Hrt Financial Lp | $317,000 | 0.0% |
| Jane Street Group, Llc | $305,612 | 0.0% |
| Mackenzie Financial Corp | $289,930 | 0.0% |
Verlaten
| Tidal Investments LLC | $70.68M | was 0.2% |
| Cibc World Market Inc. | $1.06M | was 0.0% |
| CIBC Bancorp USA Inc. | $610,247 | was 0.0% |
| Northwestern Mutual Wealth… | $32,893 | was 0.0% |
| Jones Financial Companies Lllp | $7,472 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 161 houders, 15.24M aandelen, $415.91M 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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