Effectdossier · gearchiveerd kwartaal
ETW
naam in afwachting van profielverwerking
37Gevolgde houders
0Δ houders
13.05MGehouden aandelen
$125.78MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.7% · netto nieuwe posities -2.7% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 69.87K | $666,598 | n/a | n/a |
| Q2 2026 | 37 | 0 | 13.05M | $125.78M | +3 | −4 |
| Q1 2026 | 39 | 0 | 12.91M | $113.34M | +3 | −3 |
| Q4 2025 | 38 | 0 | 12.82M | $118.19M | n/a | n/a |
| Q3 2025 | 4 | -1 | 2.19M | $19.79M | n/a | −1 |
| Q2 2025 | 3 | +2 | 318.77K | $2.76M | +2 | n/a |
| Q1 2025 | 1 | +1 | 93.19K | $768,834 | +1 | n/a |
| Q2 2024 | 1 | n/a | 37.62K | $311,093 | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.09M | -4.5% | $20.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.05M | +3.9% | $19.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 1.76M | +3.3% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.68M | +5.0% | $16.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.02M | +5.1% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 863.06K | +4.3% | $8.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 478.43K | -1.2% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 470.11K | +10.3% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 405.10K | +28.3% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 390.09K | -7.2% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 374.91K | +20.2% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Franklin Resources Inc | 269.97K | +1.8% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 262.56K | -2.1% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 139.72K | +2.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 124.45K | -10.4% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 84.71K | +0.1% | $816,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 80.95K | 0.0% | $780,319 | 0.0% | Held | 5 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 70.99K | 0.0% | $682,953 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 57.09K | +0.9% | $550,299 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Citigroup Inc | 38.76K | +0.1% | $373,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 37.67K | +7.7% | $363,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 35.05K | -16.4% | $338,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 33.09K | +1.5% | $319,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 31.71K | +17.2% | $305,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 31.12K | -50.3% | $299,977 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 20.29K | 0.0% | $195,634 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 27 | Cerity Partners LLC | 19.45K | 0.0% | $187,498 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 19.43K | +4.9% | $187,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 18.77K | -54.3% | $180,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 18.66K | Nieuw | $179,844 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.88K | -31.9% | $172,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Allspring Global Investments… | 17.28K | 0.0% | $166,618 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 15.92K | 0.0% | $153,469 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 11.68K | Nieuw | $112,614 | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.85K | 0.0% | $27,455 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 1.09K | Nieuw | $10,556 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 220 | 0.0% | $2,083 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $179,844 | 0.0% |
| Corient Private Wealth LP | $112,614 | 0.0% |
| Assetmark, Inc | $10,556 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $587,324 | was 0.0% |
| Millennium Management | $582,667 | was 0.0% |
| GAMCO Investors | $271,859 | was 0.0% |
| CIBC Bancorp USA Inc. | $105,496 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 169 houders, 26.27M aandelen, $224.94M 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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