EFAX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom -8.0% ·
netto nieuwe posities +3.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 1.20M | $65.01M | +1 | — |
| Q1 2026 | 27 | +1 | 1.31M | $64.98M | +3 | −2 |
| Q4 2025 | 26 | 0 | 1.29M | $65.31M | — | — |
| Q3 2025 | 5 | +1 | 85.45K | $4.21M | +1 | — |
| Q2 2025 | 2 | +1 | 106.21K | $5.03M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 122.39K | +2.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 121.86K | +0.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Sei Investments Co | 121.42K | +0.9% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 61.23K | -16.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 60.85K | +97.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 56.09K | -41.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 52.62K | -0.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.27K | -4.9% | $934,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 16.18K | -1.1% | $876,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 7.18K | +0.6% | $388,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 7.02K | +1.7% | $379,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.66K | -94.8% | $306,164 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 4.21K | Nieuw | $228,067 | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 3.79K | -36.1% | $205,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.82K | +9.0% | $98,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.70K | 0.0% | $92,223 | 0.0% | Held | 4 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 479 | -33.3% | $25,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 392 | -75.7% | $21,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 300 | 0.0% | $16,239 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wealthfront Advisers LLC | $228,067 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 4.96M aandelen, $173.62M 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.