Effectdossier · gearchiveerd kwartaal
DRIV
naam in afwachting van profielverwerking
40Gevolgde houders
+8Δ houders
2.14MGehouden aandelen
$82.40MGerapporteerde waarde
+8Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +15.4% ·
netto nieuwe posities +20.0%
— 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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +8 | 2.14M | $82.40M | +8 | — |
| Q1 2026 | 33 | -4 | 1.86M | $56.79M | — | −4 |
| Q4 2025 | 37 | +1 | 1.86M | $55.17M | +1 | — |
| Q3 2025 | 5 | 0 | 70.30K | $1.99M | — | — |
| Q2 2025 | 3 | 0 | 51.14K | $1.19M | — | — |
| Q1 2025 | 2 | 0 | 54.24K | $1.15M | — | — |
| Q4 2024 | 2 | 0 | 53.46K | $1.23M | — | — |
| Q3 2024 | 2 | 0 | 57.47K | $1.35M | — | — |
| Q2 2024 | 2 | — | 45.81K | $1.08M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 822.72K | +2.1% | $31.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 347.37K | +13.7% | $13.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 132.83K | +2.2% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 83.95K | +17.5% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 71.19K | +34.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Hrt Financial Lp | 69.66K | Nieuw | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 64.69K | +5.1% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 61.00K | -15.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 56.17K | +13.5% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 56.15K | +68.2% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Jane Street Group, Llc | 49.27K | Nieuw | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 42.49K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 35.78K | +5.2% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 27.22K | -54.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 22.30K | +4.0% | $860,162 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Optiver Holding B.V. | 20.00K | 0.0% | $771,400 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 19.92K | +29.6% | $768,314 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Creative Planning | 15.26K | -6.6% | $588,626 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 14.90K | 0.0% | $574,654 | 0.0% | Held | 9 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 14.67K | Nieuw | $565,899 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 15.15K | +22.5% | $561,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 14.66K | -8.8% | $535,628 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 11.87K | +61.8% | $457,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealthfront Advisers LLC | 10.38K | +0.2% | $400,241 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.31K | +13.3% | $397,603 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Stifel Financial Corp | 9.06K | -0.6% | $349,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 6.94K | +2.3% | $267,764 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 6.40K | Nieuw | $246,879 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 5.86K | Nieuw | $226,126 | 0.0% | New | 1 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 5.84K | 0.0% | $220,665 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.42K | Nieuw | $209,135 | 0.0% | New | 1 | SEC ↗ |
| 32 | Barclays Plc | 3.00K | 0.0% | $115,710 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.92K | +59.0% | $112,618 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 800 | 0.0% | $30,857 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 566 | -40.0% | $21,831 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 428 | +7.5% | $16,175 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 37 | Qube Research & Technologies Ltd | 229 | +19.9% | $8,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 200 | Nieuw | $7,714 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 177 | 0.0% | $6,827 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS Group AG | 114 | -97.4% | $4,397 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $2.69M | 0.0% |
| Jane Street Group, Llc | $1.90M | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $1.64M | 0.0% |
| Citadel Advisors | $565,899 | 0.0% |
| Focus Partners Wealth | $246,879 | 0.0% |
| Mariner, LLC | $226,126 | 0.0% |
| Mercer Global Advisors Inc… | $209,135 | 0.0% |
| BlackRock | $7,714 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 131 houders, 2.43M aandelen, $67.63M 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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