Effectdossier · gearchiveerd kwartaal
EEMS
naam in afwachting van profielverwerking
37Gevolgde houders
0Δ houders
1.75MGehouden aandelen
$132.44MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -30.0% · netto nieuwe posities 0.0% · formule
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 |
|---|---|---|---|---|---|---|
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 247.10K | +12.7% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 192.77K | -0.1% | $14.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | State Of Wisconsin Investment Board | 179.35K | +0.7% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 172.19K | -0.1% | $13.07M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 144.03K | -29.9% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 105.23K | +0.9% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 100.79K | +193.9% | $7.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 53.84K | -3.0% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Jane Street Group, Llc | 42.72K | +740.7% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 40.39K | -2.5% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 39.81K | +8.4% | $3.02M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 32.40K | +2.2% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Victory Capital Management Inc | 26.65K | +5.7% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 17.02K | Nieuw | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 15.56K | +184.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 10.18K | +3.4% | $772,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 9.68K | -0.5% | $734,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 9.01K | +0.8% | $670,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 7.61K | 0.0% | $577,371 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 7.53K | -0.8% | $571,571 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Nuveen, LLC | 6.80K | Nieuw | $515,977 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 6.43K | -81.0% | $487,669 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Focus Partners Wealth | 4.49K | -1.3% | $340,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 4.43K | Nieuw | $335,965 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 4.07K | +25.7% | $308,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.01K | +0.2% | $301,361 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 3.62K | 0.0% | $274,834 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.24K | +8.1% | $93,770 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Us Bancorp \De\ | 859 | Nieuw | $65,190 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 324 | 0.0% | $24,589 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 35 | Pnc Financial Services Group, Inc. | 244 | 0.0% | $18,517 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 210 | 0.0% | $15,937 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Blair William & Co/Il | 110 | 0.0% | $8,348 | 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
| Wealth Enhancement Advisory… | $1.28M | 0.0% |
| Nuveen, LLC | $515,977 | 0.0% |
| Quantinno Capital Management… | $335,965 | 0.0% |
| Us Bancorp \De\ | $65,190 | 0.0% |
Verlaten
| Connor, Clark & Lunn… | $69.55M | was 0.2% |
| HighTower Advisors, LLC | $236,399 | was 0.0% |
| Cerity Partners LLC | $203,804 | was 0.0% |
| Russell Investments Group… | $32,376 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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