Effectdossier · gearchiveerd kwartaal
EMHY
naam in afwachting van profielverwerking
30Gevolgde houders
-3Δ houders
5.56MGehouden aandelen
$226.22MGerapporteerde waarde
+1Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom +4.8% ·
netto nieuwe posities -10.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
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 | 30 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | — |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | — | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | — |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | — | — |
| Q2 2024 | 1 | — | 36.48K | $1.35M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.47M | +7.1% | $59.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 1.13M | +19.4% | $46.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 1.13M | +19.4% | $46.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 877.90K | +15.5% | $35.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 877.90K | +15.5% | $35.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 725.39K | +2.0% | $29.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 725.39K | +2.0% | $29.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 270.24K | -4.3% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Julius Baer & Co. Ltd, Zurich | 248.79K | -0.2% | $10.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 179.23K | -0.5% | $7.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 179.23K | -0.5% | $7.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 93.33K | +7.8% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mariner, LLC | 91.52K | -2.2% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 73.79K | -7.6% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 70.19K | +11.5% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Tidal Investments LLC | 61.13K | +36.7% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 48.14K | +5.9% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 48.14K | +5.9% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 44.57K | +9.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 44.57K | +9.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 37.31K | -8.0% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 30.69K | +45.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 30.69K | +45.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 18.38K | +4.4% | $748,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 18.37K | -1.9% | $747,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 16.90K | -7.8% | $687,224 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 16.16K | -31.5% | $657,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 16.16K | -31.5% | $657,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 10.02K | -12.4% | $405,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 9.93K | -48.1% | $403,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 9.93K | -48.1% | $403,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 6.32K | -89.0% | $257,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 6.20K | 0.0% | $252,001 | 0.0% | Held | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 6.20K | 0.0% | $252,001 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 4.19K | -0.2% | $170,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.77K | +105.4% | $112,847 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 1.04K | 0.0% | $42,241 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 700 | 0.0% | $28,466 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 700 | 0.0% | $28,466 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 579 | +214.7% | $23,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 129 | Nieuw | $5,246 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northwestern Mutual Wealth… | $5,246 | 0.0% |
Verlaten
| Citadel Advisors | $1.64M | was 0.0% |
| Susquehanna International… | $1.37M | was 0.0% |
| Jane Street Group, Llc | $1.30M | was 0.0% |
| UBS AM, a distinct business… | $19,690 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 114 houders, 8.36M aandelen, $324.86M 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 ·
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