Effectdossier · gearchiveerd kwartaal
FDD
naam in afwachting van profielverwerking
36Gevolgde houders
+4Δ houders
15.94MGehouden aandelen
$283.65MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +14.2% ·
netto nieuwe posities +11.1%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.82K | $681,906 | n/a | n/a |
| Q2 2026 | 33 | -2 | 15.87M | $294.38M | +1 | −3 |
| Q1 2026 | 36 | +4 | 15.94M | $283.65M | +5 | −1 |
| Q4 2025 | 32 | 0 | 13.96M | $244.21M | +1 | −1 |
| Q3 2025 | 4 | +1 | 4.47M | $72.21M | +1 | n/a |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | n/a | n/a |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | n/a | n/a |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | n/a |
| Q2 2024 | 1 | n/a | 73.57K | $861,447 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.64M | +8.6% | $64.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.41M | +8.8% | $42.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.47M | +4.1% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.41M | +29.1% | $25.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.34M | +17.5% | $23.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 801.95K | -9.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 669.21K | +52.3% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 372.12K | +8.6% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 347.89K | +145.2% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 246.65K | +38.4% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 163.03K | +11.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 149.52K | -4.3% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 146.19K | +422.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 127.02K | +7.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 119.28K | Nieuw | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 102.82K | +12.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 102.76K | +13.2% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 55.90K | +249.4% | $995,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 54.97K | +74.6% | $978,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 52.93K | Nieuw | $942,685 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 48.14K | Nieuw | $857,320 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 46.14K | -29.6% | $829,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 45.88K | +25.3% | $817,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 32.65K | 0.0% | $581,514 | 0.0% | Held | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 19.83K | +72.8% | $353,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.50K | 0.0% | $222,625 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.44K | +5.5% | $79,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.65K | 0.0% | $65,007 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 31 | National Bank Of Canada /Fi/ | 3.20K | -36.0% | $57,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 3.00K | 0.0% | $53,430 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Cwm, Llc | 1.20K | Nieuw | $21,327 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 1.00K | 0.0% | $17,810 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 105 | Nieuw | $1,870 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 53 | -99.5% | $912 | 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
| Citadel Advisors | $2.12M | 0.0% |
| Mercer Global Advisors Inc… | $942,685 | 0.0% |
| Fifth Third Bancorp | $857,320 | 0.0% |
| Cwm, Llc | $21,327 | 0.0% |
| Bnp Paribas Financial Markets | $1,870 | 0.0% |
Verlaten
| Qube Research & Technologies… | $3,815 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 26.17M aandelen, $450.26M 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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