Effectdossier · gearchiveerd kwartaal
EPM
naam in afwachting van profielverwerking
51Gevolgde houders
-4Δ houders
12.86MGehouden aandelen
$47.34MGerapporteerde waarde
+4Nieuwe posities
−8Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.3% ·
aandelenstroom +0.7% ·
netto nieuwe posities -7.8%
· 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 | 51 | -4 | 12.86M | $47.34M | +4 | −8 |
| Q1 2026 | 56 | +1 | 12.76M | $58.43M | +5 | −4 |
| Q4 2025 | 55 | +3 | 12.65M | $44.78M | +3 | n/a |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | n/a | n/a |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | n/a | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | n/a |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | n/a | 2.09M | $11.01M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 2 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 1.27M | +2.0% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | American Century Companies Inc | 1.08M | -0.9% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 1.03M | +8.1% | $3.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | Raymond James Financial Inc | 996.43K | -3.2% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passief) | 885.71K | +13.8% | $3.26M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passief) | 691.69K | -0.1% | $2.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 265.47K | -14.0% | $976,922 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Quantinno Capital Management LP | 171.61K | +157.9% | $631,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 164.53K | -42.4% | $605,456 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | UBS Group AG | 158.95K | -19.9% | $584,925 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Wells Fargo & Company/Mn | 111.65K | +64.7% | $410,864 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Charles Schwab Investment… | 98.68K | +11.1% | $363,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 18 | Bank Of America Corp /De/ | 63.83K | -10.2% | $234,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 63.16K | -0.8% | $232,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Nuveen, LLC | 62.00K | 0.0% | $228,156 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 21 | Connor, Clark & Lunn Investment… | 53.85K | +66.5% | $198,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Truist Financial Corp | 49.79K | 0.0% | $183,220 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 48.68K | -85.1% | $179,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 48.37K | +612.9% | $177,985 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 26 | D. E. Shaw & Co. ✦ | 46.46K | +67.8% | $170,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 43.25K | +204.1% | $159,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Alliancebernstein L.P. | 31.61K | +28.4% | $144,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 37.80K | +162.0% | $139,114 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Victory Capital Management Inc | 34.14K | -8.9% | $125,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 33.29K | +13.7% | $122,496 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 26.23K | Nieuw | $95,219 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 24.71K | -7.5% | $90,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Lido Advisors, LLC | 23.79K | Nieuw | $87,539 | 0.0% | New | 1 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 23.20K | 0.0% | $86,000 | 0.0% | Held | 7 | SEC ↗ |
| 36 | Citigroup Inc | 21.23K | +1199.5% | $78,137 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Wellington Management ✦ | 19.78K | +19.6% | $72,801 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Sei Investments Co | 16.30K | 0.0% | $59,980 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Mariner, LLC | 15.89K | Nieuw | $58,497 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 15.29K | +3.3% | $56,864 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.81K | -2.4% | $54,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 11.02K | Nieuw | $40,567 | 0.0% | New | 1 | SEC ↗ |
| 43 | New York State Common Retirement… | 9.56K | 0.0% | $35,188 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Barclays Plc | 9.02K | -9.4% | $33,182 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Osaic Holdings, Inc. | 8.07K | +2.0% | $29,694 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Pnc Financial Services Group, Inc. | 8.03K | +11.7% | $29,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 7.62K | +8.3% | $28,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Legal & General Group Plc | 2.99K | 0.0% | $11,011 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 1.37K | 0.0% | $5,196 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 1.01K | 0.0% | $3,714 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 941 | -13.5% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $95,219 | 0.0% |
| Lido Advisors, LLC | $87,539 | 0.0% |
| Mariner, LLC | $58,497 | 0.0% |
| Captrust Financial Advisors | $40,567 | 0.0% |
Verlaten
| Point72 Asset Management | $768,345 | was 0.0% |
| Millennium Management | $402,284 | was 0.0% |
| Jane Street Group, Llc | $282,416 | was 0.0% |
| Two Sigma Investments | $82,591 | was 0.0% |
| Arrowstreet Capital | $75,465 | was 0.0% |
| Focus Partners Wealth | $63,836 | was 0.0% |
| LPL Financial LLC | $53,744 | was 0.0% |
| Manufacturers Life Insurance… | $45,997 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 17.86M aandelen, $81.42M 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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