Effectdossier · gearchiveerd kwartaal
EEMS
naam in afwachting van profielverwerking
37Gevolgde houders
+3Δ houders
2.65MGehouden aandelen
$183.06MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +0.9% ·
netto nieuwe posities +8.1%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 130 | $9,784 | +1 | −1 |
| Q2 2026 | 37 | 0 | 1.75M | $132.44M | +4 | −4 |
| Q1 2026 | 37 | +3 | 2.65M | $183.06M | +3 | n/a |
| Q4 2025 | 34 | -1 | 2.62M | $176.95M | n/a | −1 |
| Q3 2025 | 6 | +1 | 228.56K | $15.52M | +1 | n/a |
| Q2 2025 | 2 | n/a | 17.20K | $1.12M | n/a | n/a |
| Q4 2024 | 1 | 0 | 41.19K | $2.39M | n/a | n/a |
| Q3 2024 | 1 | +1 | 93.43K | $5.96M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Connor, Clark & Lunn Investment… | 1.01M | 0.0% | $69.55M | 0.2% | Held | 2 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 219.32K | +13.3% | $15.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 205.55K | +9.6% | $14.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Northwestern Mutual Wealth… | 193.00K | +2.3% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Of Wisconsin Investment Board | 178.11K | 0.0% | $12.32M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 172.38K | +6.4% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 105.27K | -3.4% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 104.25K | +1.5% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 78.67K | +26.0% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 55.49K | -1.3% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 41.92K | +6.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Creative Planning | 41.45K | -1.8% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 36.74K | -0.9% | $2.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 34.30K | +579.3% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 33.91K | -68.1% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 31.69K | -7.4% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Victory Capital Management Inc | 25.22K | +36.4% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 9.84K | Nieuw | $680,576 | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 9.73K | -1.2% | $673,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.94K | -6.9% | $606,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 7.61K | -50.0% | $526,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 7.59K | -6.5% | $525,332 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Osaic Holdings, Inc. | 5.47K | -62.6% | $379,395 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 5.28K | +3.8% | $365,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Jane Street Group, Llc | 5.08K | -61.3% | $351,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 4.55K | 0.0% | $314,574 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.00K | -6.3% | $270,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Kayne Anderson Rudnick Investment… | 3.62K | 0.0% | $247,649 | 0.0% | Held | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 3.42K | Nieuw | $236,399 | 0.0% | New | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 3.23K | 0.0% | $223,729 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 2.95K | Nieuw | $203,804 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.14K | -5.7% | $79,104 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 468 | -32.1% | $32,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 324 | 0.0% | $22,415 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | Pnc Financial Services Group, Inc. | 244 | 0.0% | $16,880 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 210 | 0.0% | $14,528 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 110 | 0.0% | $7,610 | 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
| Mercer Global Advisors Inc… | $680,576 | 0.0% |
| HighTower Advisors, LLC | $236,399 | 0.0% |
| Cerity Partners LLC | $203,804 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 4.05M aandelen, $279.16M 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 ·
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