Effectdossier · gearchiveerd kwartaal
DIV
naam in afwachting van profielverwerking
37Gevolgde houders
+1Δ houders
4.97MGehouden aandelen
$93.88MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.8% ·
aandelenstroom +5.2% ·
netto nieuwe posities +2.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | — | — |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | — |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | — | — |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | — | — |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | — | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | — | 39.31K | $678,150 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 941.54K | +5.1% | $17.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 674.47K | +9.1% | $12.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 674.47K | +9.1% | $12.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 574.87K | -8.1% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 574.87K | -8.1% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 574.87K | -8.1% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 412.37K | +7.9% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 412.37K | +7.9% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 412.37K | +7.9% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 384.80K | +46.4% | $7.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 332.11K | -2.0% | $6.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 308.31K | -3.1% | $5.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 203.81K | -6.5% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 178.30K | +6.2% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 128.05K | -8.8% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 98.00K | +27.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mirae Asset Global Investments Co.… | 74.00K | -23.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 67.30K | +8.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 67.30K | +8.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 63.69K | +47.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 63.69K | +47.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 57.12K | -46.9% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 57.12K | -46.9% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 53.84K | -26.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 51.44K | +0.6% | $972,208 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 48.87K | Nieuw | $923,567 | 0.0% | New | 1 | SEC ↗ |
| 27 | Sei Investments Co | 47.69K | +352.6% | $901,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 45.31K | +86.6% | $856,378 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 44.53K | +23.4% | $841,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 44.53K | +23.4% | $841,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS Group AG | 37.84K | -16.6% | $715,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS Group AG | 37.84K | -16.6% | $715,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 27.56K | +18.5% | $520,890 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 24.73K | +0.4% | $467,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 15.97K | Nieuw | $301,757 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 15.75K | Nieuw | $297,638 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 15.75K | Nieuw | $297,638 | 0.0% | New | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 12.91K | -7.1% | $244,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 12.78K | +12307.8% | $241,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 12.67K | +2.7% | $239,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 5.32K | 0.0% | $100,548 | 0.0% | Held | 2 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 4.65K | 0.0% | $87,838 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 2.54K | -31.6% | $48,059 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.23K | Nieuw | $42,128 | 0.0% | New | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 788 | +1.6% | $14,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 750 | 0.0% | $14,175 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Citigroup Inc | 600 | 0.0% | $11,340 | 0.0% | Held | 2 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 100 | +2.0% | $1,893 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 100 | +2.0% | $1,893 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $923,567 | 0.0% |
| Susquehanna International… | $301,757 | 0.0% |
| Pnc Financial Services Group… | $297,638 | 0.0% |
| Pnc Financial Services Group… | $297,638 | 0.0% |
| Fifth Third Bancorp | $42,128 | 0.0% |
Verlaten
| Truist Financial Corp | $474,085 | was 0.0% |
| Corient Private Wealth LP | $207,840 | was 0.0% |
| Assetmark, Inc | $87 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 9.87M aandelen, $182.54M 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: Q1 2026 ·
Methodologie ·
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