Effectdossier · gearchiveerd kwartaal
EIM
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
4.07MGehouden aandelen
$40.52MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.5% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 4.07M | $40.52M | +4 | −4 |
| Q1 2026 | 30 | -1 | 3.97M | $38.81M | +2 | −3 |
| Q4 2025 | 31 | +1 | 4.06M | $39.50M | +1 | — |
| Q3 2025 | 1 | — | 372.08K | $3.70M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 863.90K | +3.6% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 863.90K | +3.6% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 863.90K | +3.6% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 512.26K | +12.9% | $5.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 512.26K | +12.9% | $5.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Allspring Global Investments… | 443.08K | 0.0% | $4.41M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 425.93K | -1.2% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 425.93K | -1.2% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 382.18K | -4.7% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 264.14K | -0.3% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 251.85K | +15.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 163.69K | +107.8% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 151.54K | -4.0% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 115.64K | +7.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 115.64K | +7.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 81.04K | -18.4% | $807,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Hrt Financial Lp | 73.72K | Nieuw | $734,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 67.13K | +2.8% | $668,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 57.15K | -43.4% | $569,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 54.31K | Nieuw | $540,967 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 54.31K | Nieuw | $540,967 | 0.0% | New | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 41.13K | +131.6% | $409,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 30.11K | -2.0% | $299,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 23.34K | +17.8% | $232,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 16.22K | -80.2% | $161,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 16.22K | -80.2% | $161,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 16.22K | -80.2% | $161,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 14.69K | -38.8% | $146,333 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 14.69K | -38.8% | $146,333 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 13.64K | -3.3% | $135,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 12.22K | +2.1% | $119,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.51K | 0.0% | $34,920 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 2.66K | Nieuw | $26,454 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 1.80K | 0.0% | $17,928 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.15K | Nieuw | $11,424 | 0.0% | New | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 56 | -53.7% | $559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 50 | 0.0% | $498 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Citigroup Inc | 1 | 0.0% | $10 | 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
| Hrt Financial Lp | $734,000 | 0.0% |
| Jane Street Group, Llc | $540,967 | 0.0% |
| Jane Street Group, Llc | $540,967 | 0.0% |
| Russell Investments Group… | $26,454 | 0.0% |
| JPMorgan Chase | $11,424 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $641,019 | was 0.0% |
| Susquehanna International… | $181,956 | was 0.0% |
| Bank Of Montreal /Can/ | $116,273 | was 0.0% |
| Nomura Holdings Inc | $97,700 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 16.55M aandelen, $152.87M 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 verder het vaakst 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 ·
Verkrijg dit via de API