Effectdossier · gearchiveerd kwartaal
ETG
naam in afwachting van profielverwerking
31Gevolgde houders
+3Δ houders
10.34MGehouden aandelen
$243.33MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.7% ·
aandelenstroom +8.6% ·
netto nieuwe posities +9.7%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 | 31 | +3 | 10.34M | $243.33M | +4 | −1 |
| Q1 2026 | 29 | 0 | 9.52M | $191.57M | +3 | −3 |
| Q4 2025 | 29 | +1 | 9.25M | $213.62M | +1 | — |
| Q3 2025 | 3 | 0 | 2.55M | $53.91M | — | — |
| Q2 2025 | 1 | +1 | 13.33K | $279,109 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.61M | -3.0% | $61.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.61M | -3.0% | $61.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | UBS Group AG | 2.24M | +1.9% | $52.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.44M | -1.4% | $33.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 997.27K | +235.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 844.85K | +0.5% | $19.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 844.85K | +0.5% | $19.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 405.34K | +10.2% | $9.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 348.07K | +18.0% | $8.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 348.07K | +18.0% | $8.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 318.56K | +4.2% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 318.56K | +4.2% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 318.56K | +4.2% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 199.30K | -0.7% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 177.25K | +1.3% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 130.65K | +17.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 130.65K | +17.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 117.70K | -3.9% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 106.79K | +10.7% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 79.11K | +27.4% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 71.69K | +0.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 54.89K | +0.5% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 34.62K | -1.5% | $814,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 29.70K | +0.5% | $699,252 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 20.29K | +0.1% | $477,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 20.18K | -20.4% | $475,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 17.77K | +4.3% | $418,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 17.57K | +64.8% | $413,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 16.14K | +21.1% | $379,865 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Mariner, LLC | 10.67K | Nieuw | $251,107 | 0.0% | New | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 9.90K | Nieuw | $233,169 | 0.0% | New | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 9.64K | Nieuw | $226,881 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 8.64K | Nieuw | $203,363 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 8.64K | Nieuw | $203,363 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 3.05K | +16.6% | $71,797 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 400 | 0.0% | $9,416 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 384 | 0.0% | $9,039 | 0.0% | Held | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 362 | 0.0% | $8,427 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mariner, LLC | $251,107 | 0.0% |
| Captrust Financial Advisors | $233,169 | 0.0% |
| Envestnet Asset Management Inc | $226,881 | 0.0% |
| Cerity Partners LLC | $203,363 | 0.0% |
| Cerity Partners LLC | $203,363 | 0.0% |
Verlaten
| Invesco Ltd. | $387,652 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 123 houders, 14.00M aandelen, $274.70M 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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