Effectdossier · gearchiveerd kwartaal
EVT
naam in afwachting van profielverwerking
34Gevolgde houders
+2Δ houders
7.08MGehouden aandelen
$173.70MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom -1.4% ·
netto nieuwe posities +5.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 7.16M | $198.24M | +5 | −2 |
| Q1 2026 | 34 | +2 | 7.08M | $173.70M | +3 | −1 |
| Q4 2025 | 32 | 0 | 7.18M | $180.80M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $26.23M | — | — |
| Q2 2025 | 2 | +1 | 104.19K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | +1 | 9.46K | $220,181 | +1 | — |
| Q2 2024 | 1 | — | 16.33K | $380,326 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.01M | +1.1% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.01M | +1.1% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.01M | +1.1% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 973.34K | +2.8% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 973.34K | +2.8% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 892.77K | +6.5% | $21.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 883.95K | -3.5% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 728.62K | +1.6% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 728.62K | +1.6% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 728.62K | +1.6% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 523.14K | +3.4% | $12.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 298.30K | +10.9% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 298.30K | +10.9% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 255.47K | -29.2% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 193.50K | -6.1% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 189.54K | -15.2% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | First Trust Advisors Lp | 153.16K | +5.0% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 150.90K | +0.2% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 146.21K | -24.4% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 127.49K | +6.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Allspring Global Investments… | 69.98K | +68.4% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 57.66K | +4.3% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 56.28K | +185.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 56.28K | +185.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 56.28K | +185.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 50.31K | -54.1% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Stifel Financial Corp | 48.80K | -5.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 48.80K | -5.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 44.48K | -6.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 39.89K | -10.5% | $979,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 27.04K | +2.0% | $663,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 25.79K | -1.1% | $633,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 27.14K | -49.4% | $622,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 22.50K | 0.0% | $552,498 | 0.0% | Held | 4 | SEC ↗ |
| 35 | Focus Partners Wealth | 20.45K | +8.6% | $502,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 16.18K | +26.2% | $397,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 13.71K | -1.2% | $336,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 12.10K | +1.6% | $297,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 10.00K | 0.0% | $245,500 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 5.20K | Nieuw | $127,611 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 204 | Nieuw | $5,008 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 168 | 0.0% | $4,124 | 0.0% | Held | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 1 | Nieuw | $13 | 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
| Fifth Third Bancorp | $127,611 | 0.0% |
| Us Bancorp \De\ | $5,008 | 0.0% |
| BlackRock | $13 | 0.0% |
Verlaten
| Jane Street Group, Llc | $340,257 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 13.78M aandelen, $334.80M 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: Q1 2026 ·
Methodologie ·
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