Effectdossier · gearchiveerd kwartaal
EWI
naam in afwachting van profielverwerking
38Gevolgde houders
-4Δ houders
7.33MGehouden aandelen
$390.42MGerapporteerde waarde
+3Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.5% ·
aandelenstroom -30.0% ·
netto nieuwe posities -10.5%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 37 | +1 | 8.81M | $521.90M | +5 | −5 |
| Q1 2026 | 38 | -4 | 7.33M | $390.42M | +3 | −7 |
| Q4 2025 | 41 | +1 | 10.76M | $584.60M | +2 | −1 |
| Q3 2025 | 8 | 0 | 1.78M | $92.69M | +1 | −1 |
| Q2 2025 | 6 | -1 | 1.06M | $51.23M | +1 | −2 |
| Q1 2025 | 5 | +1 | 194.87K | $8.25M | +1 | n/a |
| Q4 2024 | 4 | 0 | 75.75K | $2.72M | +1 | −1 |
| Q3 2024 | 4 | +1 | 140.61K | $5.48M | +2 | −1 |
| Q2 2024 | 3 | n/a | 102.09K | $3.66M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hsbc Holdings Plc | 2.36M | -62.7% | $125.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passief) | 2.12M | +82.6% | $113.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 757.75K | -1.3% | $40.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Schroder Investment Management Group | 419.50K | n/a | $21.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cibc World Market Inc. | 242.44K | -0.5% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 234.00K | -68.2% | $12.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 215.28K | -12.0% | $11.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Principal Financial Group Inc | 197.10K | 0.0% | $10.53M | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 172.19K | -40.5% | $9.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 94.96K | -1.0% | $5.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 76.99K | +1515.0% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Marshall Wace ✦ | 71.16K | +370.6% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 54.65K | 0.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 47.99K | Nieuw | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 46.67K | -11.4% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 41.68K | +6.2% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 23.86K | -29.8% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | JPMorgan Chase ✦ | 23.96K | -56.0% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Osaic Holdings, Inc. | 18.02K | -0.5% | $962,624 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Qube Research & Technologies Ltd | 15.77K | -89.3% | $842,487 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citigroup Inc | 14.69K | +215.0% | $784,473 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 13.83K | -0.6% | $738,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Invesco Ltd. | 10.04K | +9.2% | $536,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 9.65K | -31.9% | $515,748 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Envestnet Asset Management Inc | 7.93K | -27.8% | $423,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 7.52K | +5.3% | $401,558 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 6.54K | +20.4% | $349,162 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Squarepoint Ops LLC | 6.11K | Nieuw | $326,236 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 6.05K | +52.5% | $323,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 4.81K | -62.7% | $256,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.26K | +14.2% | $120,597 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fifth Third Bancorp | 732 | Nieuw | $39,086 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 544 | 0.0% | $29,060 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 34 | Simplex Trading, Llc | 405 | -90.1% | $21,635 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rhumbline Advisers | 150 | 0.0% | $8,013 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Cwm, Llc | 149 | -56.3% | $7,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 68 | 0.0% | $3,633 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 30 | -31.8% | $1,603 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.56M | 0.0% |
| Squarepoint Ops LLC | $326,236 | 0.0% |
| Fifth Third Bancorp | $39,086 | 0.0% |
Verlaten
| TD Waterhouse Canada Inc. | $6.49M | was 0.0% |
| Citadel Advisors | $2.09M | was 0.0% |
| Renaissance Technologies | $543,300 | was 0.0% |
| Commonwealth Equity Services… | $427,750 | was 0.0% |
| Millennium Management | $213,137 | was 0.0% |
| Mirae Asset Global… | $167,880 | was 0.0% |
| Northwestern Mutual Wealth… | $2,662 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 108 houders, 9.77M aandelen, $517.46M 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: Q1 2026 ·
Methodologie ·
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