Effectdossier · gearchiveerd kwartaal
EZM
naam in afwachting van profielverwerking
42Gevolgde houders
0Δ houders
3.61MGehouden aandelen
$273.54MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.5% · netto nieuwe posities -2.4% — 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 0 | 3.61M | $273.54M | +1 | −2 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | — | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | — | — |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | — | — |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | — |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | — | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | — | — |
| Q2 2024 | 3 | — | 28.24K | $1.63M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 526.14K | -9.3% | $39.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 469.23K | +2.0% | $35.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 464.69K | -6.1% | $35.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Truist Financial Corp | 461.41K | +5.1% | $34.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 446.53K | +4.0% | $33.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 222.38K | -31.1% | $16.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 141.72K | -6.9% | $10.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | JPMorgan Chase ✦ | 121.79K | +1.5% | $9.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 114.84K | -0.2% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 105.00K | -2.1% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 84.75K | +0.5% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 66.42K | +22.1% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 59.95K | -2.8% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 48.35K | +3.2% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 36.47K | +762.5% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 34.12K | +97.3% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 30.66K | -11.1% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Corient Private Wealth LP | 30.44K | 0.0% | $2.31M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.55K | -22.8% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 19.32K | -0.3% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 14.65K | 0.0% | $1.11M | 0.0% | Held | 9 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 10.67K | +1.9% | $808,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 9.05K | +10.7% | $685,842 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 8.57K | -3.4% | $643,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Blair William & Co/Il | 6.68K | -1.6% | $506,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 6.31K | -32.8% | $478,427 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 5.58K | -2.8% | $422,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 4.91K | -1.2% | $372,230 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.25K | -3.4% | $322,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $317,609 | 0.0% | Held | 9 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 4.12K | +3.3% | $312,498 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 3.95K | -3.1% | $299,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 3.59K | +7.0% | $269,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 3.42K | 0.0% | $259,180 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 3.00K | 0.0% | $226,972 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 2.09K | -1.9% | $158,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.96K | 0.0% | $148,157 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 1.71K | 0.0% | $129,211 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.35K | 0.0% | $102,611 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 40 | Assetmark, Inc | 1.01K | 0.0% | $76,362 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 788 | +6.5% | $59,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 465 | Nieuw | $35,239 | 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
| BlackRock | $35,239 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $9.45M | was 0.0% |
| Bank of New York Mellon Corp | $2.18M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 170 houders, 7.46M aandelen, $491.80M 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: Q2 2026 ·
Methodologie ·
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