Effectdossier · gearchiveerd kwartaal
EWX
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
4.83MGehouden aandelen
$319.13MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.9% · netto nieuwe posities 0.0% — formule
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 | 40 | +1 | 4.29M | $318.76M | +2 | −1 |
| Q1 2026 | 40 | 0 | 4.83M | $319.13M | +1 | −1 |
| Q4 2025 | 40 | -1 | 4.78M | $314.09M | — | −1 |
| Q3 2025 | 6 | +2 | 362.10K | $24.37M | +2 | — |
| Q2 2025 | 2 | 0 | 12.89K | $799,707 | — | — |
| Q1 2025 | 1 | 0 | 31.08K | $1.76M | — | — |
| Q4 2024 | 1 | 0 | 195.71K | $11.47M | — | — |
| Q3 2024 | 1 | 0 | 86.14K | $5.37M | — | — |
| Q2 2024 | 1 | — | 43.84K | $2.54M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.76M | -4.8% | $116.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 1.76M | -4.8% | $116.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 446.43K | -0.7% | $29.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 342.94K | +21.9% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 342.94K | +21.9% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 329.88K | +7.8% | $21.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 209.95K | +4.4% | $13.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Victory Capital Management Inc | 164.77K | 0.0% | $10.89M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 117.87K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 59.11K | +6.8% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 52.26K | +7.7% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 49.41K | +14.0% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 42.06K | +5.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 33.14K | +758.9% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 29.91K | -1.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 28.32K | +0.1% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 27.89K | -44.9% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 20.05K | +21.0% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 20.05K | +21.0% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 20.31K | -3.2% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 20.31K | -3.2% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 15.80K | -10.8% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 15.80K | -10.8% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.03K | -30.0% | $530,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 7.12K | -45.7% | $469,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 6.47K | +14.3% | $419,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 6.14K | -7.6% | $405,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 5.11K | Nieuw | $337,675 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 4.98K | -3.8% | $329,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cibc World Market Inc. | 4.57K | 0.0% | $302,168 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Wealthfront Advisers LLC | 4.56K | -2.8% | $301,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 4.51K | +47.0% | $298,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 4.07K | -1.3% | $268,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 3.24K | +4.8% | $214,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Stifel Financial Corp | 3.24K | +4.8% | $214,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 2.64K | +116.7% | $174,800 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Cwm, Llc | 1.99K | -14.7% | $131,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Blair William & Co/Il | 1.22K | 0.0% | $80,336 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.09K | +9.0% | $72,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.09K | +9.0% | $72,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 470 | -26.6% | $31,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 71 | -13.4% | $4,695 | 0.0% | ▼ Trim | 2 | 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 | $337,675 | 0.0% |
Verlaten
| Pnc Financial Services Group… | $11,358 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 187 houders, 7.45M aandelen, $493.24M 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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