Effectdossier · gearchiveerd kwartaal
EEMA
naam in afwachting van profielverwerking
46Gevolgde houders
+2Δ houders
4.79MGehouden aandelen
$458.26MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom -30.0% ·
netto nieuwe posities +4.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 44 | -1 | 1.59M | $185.69M | +3 | −4 |
| Q1 2026 | 46 | +2 | 4.79M | $458.26M | +4 | −2 |
| Q4 2025 | 44 | +1 | 9.74M | $915.64M | +1 | n/a |
| Q3 2025 | 4 | 0 | 261.14K | $23.96M | n/a | n/a |
| Q2 2025 | 2 | -1 | 4.92K | $406,477 | n/a | −1 |
| Q1 2025 | 2 | +1 | 63.09K | $4.67M | +1 | n/a |
| Q4 2024 | 1 | 0 | 37.07K | $2.66M | n/a | n/a |
| Q3 2024 | 1 | 0 | 175.66K | $13.76M | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.97K | $940,428 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 889.18K | -64.1% | $85.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 742.38K | -59.0% | $71.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 595.64K | -64.3% | $57.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Bank Julius Baer & Co. Ltd, Zurich | 344.27K | +4.4% | $32.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 304.06K | -64.3% | $29.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 239.90K | -16.5% | $22.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | LPL Financial LLC | 226.99K | -31.1% | $21.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 225.43K | Nieuw | $21.58M | 0.0% | New | 1 | SEC ↗ |
| 9 | Victory Capital Management Inc | 220.20K | -66.3% | $21.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 149.28K | +3.0% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Assetmark, Inc | 116.42K | -63.2% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 93.35K | -8.0% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Citadel Advisors ✦ | 90.71K | +12.3% | $8.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | UBS Group AG | 67.21K | +39.0% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Bank of New York Mellon Corp | 64.63K | -9.3% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 63.33K | -46.8% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 38.99K | +4.6% | $3.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Hrt Financial Lp | 30.52K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 29.09K | +1.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Susquehanna International Group, Llp | 25.45K | +246.1% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 28.06K | -48.3% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 23.20K | -49.4% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 19.20K | Nieuw | $1.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 17.61K | -3.2% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 17.47K | -1.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 16.08K | +8.9% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 15.88K | -5.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 15.49K | -63.1% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Creative Planning | 13.36K | +19.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 11.36K | +35.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 11.29K | -66.3% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Quantinno Capital Management LP | 9.85K | -10.2% | $942,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 7.23K | Nieuw | $692,599 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 5.51K | -31.8% | $527,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 4.23K | -80.9% | $404,854 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 3.50K | 0.0% | $335,072 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 3.21K | +1.2% | $307,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.57K | +2.1% | $245,711 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 2.48K | -26.8% | $237,137 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Cwm, Llc | 2.46K | -37.4% | $235,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.44K | -76.4% | $232,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.00K | +48.7% | $93,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 178 | +91.4% | $17,041 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | UBS AM, a distinct business unit of… | 161 | +5.9% | $15,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 110 | 0.0% | $10,531 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 100 | 0.0% | $9,574 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $21.58M | 0.0% |
| Hrt Financial Lp | $2.92M | 0.0% |
| Marshall Wace | $1.84M | 0.0% |
| Fifth Third Bancorp | $692,599 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $4.22M | was 0.0% |
| Northern Trust Corp | $275,197 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 160 houders, 8.21M aandelen, $717.77M 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: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API