Effectdossier · gearchiveerd kwartaal
DTCR
naam in afwachting van profielverwerking
51Gevolgde houders
+5Δ houders
33.28MGehouden aandelen
$1.01BGerapporteerde waarde
+8Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.9% ·
aandelenstroom +30.0% ·
netto nieuwe posities +7.8%
· 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 | JPMorgan Chase ✦ | 7.15M | +14709.3% | $217.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 6.99M | +45.4% | $212.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 4.35M | +42.5% | $132.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.25M | +34.4% | $98.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.99M | +16.1% | $60.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 1.91M | +61.2% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Northwestern Mutual Wealth… | 1.01M | +37.8% | $30.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 720.56K | +1262.1% | $21.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 685.68K | +85.5% | $20.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 656.48K | +1341.6% | $19.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Bank Of Montreal /Can/ | 646.22K | +1169.3% | $19.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Cetera Investment Advisers | 591.49K | +21.2% | $17.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 486.87K | +42.8% | $14.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 469.47K | +50.0% | $14.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 419.19K | +14.2% | $12.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Susquehanna International Group, Llp | 343.53K | +962.3% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 304.18K | +43.6% | $9.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mirae Asset Global Investments Co.… | 243.00K | -7.6% | $7.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 160.14K | +132.4% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 148.95K | +219.9% | $4.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 116.46K | +40.3% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Corient Private Wealth LP | 67.31K | +21.1% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 65.75K | +37.2% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 62.24K | +18.4% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Lido Advisors, LLC | 60.12K | +1.1% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Marshall Wace ✦ | 55.43K | Nieuw | $1.68M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | D. E. Shaw & Co. ✦ | 54.91K | +137.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 39.86K | +64.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 32.63K | +72.5% | $991,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Nomura Asset Management Co Ltd | 28.55K | 0.0% | $866,942 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 22.92K | +186.7% | $696,107 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Simplex Trading, Llc | 22.30K | +97.0% | $677,220 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 20.06K | -91.7% | $609,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cibc World Market Inc. | 14.31K | +4.8% | $434,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Hrt Financial Lp | 13.85K | Nieuw | $420,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 12.88K | +40.2% | $391,071 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Truist Financial Corp | 11.38K | Nieuw | $345,581 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Franklin Resources Inc | 10.73K | +10.6% | $325,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 10.84K | -10.6% | $316,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | IMC-Chicago, LLC | 8.56K | Nieuw | $259,846 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 8.41K | -27.7% | $255,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 4.38K | +206.6% | $133,158 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 3.92K | +17.0% | $119,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 3.51K | 0.0% | $106,568 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Barclays Plc | 3.23K | Nieuw | $98,095 | 0.0% | New | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 696 | Nieuw | $21,138 | 0.0% | New | 1 | SEC ↗ |
| 47 | Group One Trading Llc | 685 | -87.9% | $20,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 290 | Nieuw | $8,897 | 0.0% | New | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 265 | 0.0% | $8,048 | 0.0% | Held | 3 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 126 | Nieuw | $3,716 | 0.0% | New | 1 | SEC ↗ |
| 51 | Zurcher Kantonalbank (Zurich… | 1 | 0.0% | $30 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $1.68M | 0.0% |
| Hrt Financial Lp | $420,000 | 0.0% |
| Truist Financial Corp | $345,581 | 0.0% |
| IMC-Chicago, LLC | $259,846 | 0.0% |
| Barclays Plc | $98,095 | 0.0% |
| Assetmark, Inc | $21,138 | 0.0% |
| Jones Financial Companies Lllp | $8,897 | 0.0% |
| TD Waterhouse Canada Inc. | $3,716 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $19.18M | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $1.28M | was 0.0% |
| Qube Research & Technologies… | $973,231 | was 0.0% |
| Belvedere Trading LLC | $244,248 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 220 houders, 24.58M aandelen, $581.85M 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 het vaakst nog meer 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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