EDD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.7% ·
aandelenstroom -0.9% ·
netto nieuwe posities -9.5%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 10.33M | $60.75M | +3 | −5 |
| Q1 2026 | 23 | +4 | 10.43M | $52.87M | +5 | −1 |
| Q4 2025 | 19 | 0 | 10.10M | $54.82M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.04M | $16.37M | +1 | — |
| Q2 2025 | 1 | 0 | 11.27K | $57,682 | +1 | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $64,550 | +1 | −1 |
| Q4 2024 | 1 | +1 | 96.15K | $436,521 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.19M | +18.9% | $18.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.19M | +18.9% | $18.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.19M | +18.9% | $18.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.19M | +18.9% | $18.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.14M | +15.2% | $12.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.14M | +15.2% | $12.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.75M | -3.2% | $10.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.75M | -3.2% | $10.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.32M | +17.6% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 1.32M | +17.6% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 516.16K | -30.9% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 516.16K | -30.9% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 259.74K | +1.2% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 254.69K | +1.7% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 224.38K | -3.9% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 224.38K | -3.9% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 209.11K | +5.6% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 185.99K | -1.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 185.99K | -1.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | IMC-Chicago, LLC | 80.61K | Nieuw | $473,957 | 0.0% | New | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 41.95K | +2.5% | $246,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 36.28K | +101.8% | $213,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 36.28K | +101.8% | $213,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 32.84K | -93.0% | $193,111 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 29.42K | -0.3% | $173,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 18.36K | -64.7% | $107,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 18.02K | 0.0% | $105,975 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 15.54K | Nieuw | $91,399 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 12.00K | Nieuw | $63,840 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 2.26K | 0.0% | $13,289 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 103 | -97.5% | $620 | 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
| IMC-Chicago, LLC | $473,957 | 0.0% |
| Citadel Advisors | $91,399 | 0.0% |
| Bank Of Montreal /Can/ | $63,840 | 0.0% |
Verlaten
| Envestnet Asset Management Inc | $1.93M | was 0.0% |
| Jane Street Group, Llc | $172,253 | was 0.0% |
| Nomura Holdings Inc | $126,750 | was 0.0% |
| Goldman Sachs Group | $58,006 | was 0.0% |
| BlackRock | $1,587 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 23.17M aandelen, $117.56M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.