Effectdossier
EVUS
naam in afwachting van profielverwerking
28Gevolgde houders
+4Δ houders
6.51MGehouden aandelen
$228.56MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +1.7% ·
netto nieuwe posities +14.3%
— 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 | 28 | +4 | 6.51M | $228.56M | +5 | −1 |
| Q1 2026 | 25 | +4 | 6.55M | $207.65M | +5 | −1 |
| Q4 2025 | 21 | +1 | 5.68M | $181.74M | +1 | — |
| Q3 2025 | 2 | +1 | 572.49K | $18.00M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.05M | +0.6% | $107.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | LPL Financial LLC | 851.86K | +10.2% | $29.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Lido Advisors, LLC | 268.17K | +16.2% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 200.32K | +3.0% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 160.24K | +19.7% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 80.30K | -26.6% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 75.09K | 0.0% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 68.11K | +0.3% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 37.55K | +7.7% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 28.46K | +6.7% | $999,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 24.06K | -0.3% | $844,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 21.62K | Nieuw | $772,935 | 0.0% | New | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 17.93K | +3.9% | $629,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 15.70K | Nieuw | $551,367 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 6.56K | 0.0% | $230,286 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.20K | 0.0% | $77,207 | 0.0% | Held | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 1.31K | +0.7% | $45,959 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS Group AG | 1.28K | Nieuw | $44,871 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.21K | +96.1% | $42,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 876 | -3.5% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 330 | +115.7% | $11,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 149 | Nieuw | $5,252 | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 76 | Nieuw | $2,668 | 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
| Wealth Enhancement Advisory… | $772,935 | 0.0% |
| Mercer Global Advisors Inc… | $551,367 | 0.0% |
| UBS Group AG | $44,871 | 0.0% |
| Jones Financial Companies Lllp | $5,252 | 0.0% |
| Northwestern Mutual Wealth… | $2,668 | 0.0% |
Verlaten
| Jane Street Group, Llc | $241,729 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 7.30M aandelen, $215.61M 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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