Effectdossier · gearchiveerd kwartaal
FDD
naam in afwachting van profielverwerking
33Gevolgde houders
-2Δ houders
15.87MGehouden aandelen
$294.38MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.7% ·
aandelenstroom -0.4% ·
netto nieuwe posities -6.1%
— formule
Brede distributie — dalende aandelen en minder 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 | 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 | — |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | — | — |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | — | — |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | — |
| Q2 2024 | 1 | — | 73.57K | $861,447 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.72M | +2.3% | $69.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.72M | +2.3% | $69.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.28M | -5.4% | $42.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.28M | -5.4% | $42.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.76M | +2.6% | $32.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.76M | +2.6% | $32.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.76M | +2.6% | $32.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 1.46M | +3.6% | $27.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.46M | +8.7% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.46M | +8.7% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.35M | -8.1% | $25.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.35M | -8.1% | $25.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 890.21K | +11.0% | $16.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 890.21K | +11.0% | $16.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 828.95K | +23.9% | $15.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 828.95K | +23.9% | $15.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 390.95K | +5.1% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 274.37K | +11.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 184.11K | -9.6% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 184.11K | -9.6% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 184.11K | -9.6% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 167.08K | +2.5% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 152.67K | +2.1% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 148.14K | +1.3% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 137.35K | +8.1% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 131.59K | +28.0% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 109.22K | +6.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 68.31K | Nieuw | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 58.65K | +4.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 45.45K | -5.6% | $843,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 44.84K | -2.3% | $831,767 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 40.38K | -26.5% | $749,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 38.20K | -17.2% | $719,591 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 31.24K | -73.8% | $579,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 26.80K | -49.4% | $497,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 26.02K | -92.5% | $482,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 12.50K | 0.0% | $231,875 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 6.32K | +42.4% | $117,199 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 3.40K | -6.8% | $63,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.40K | -6.8% | $63,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 3.00K | 0.0% | $55,650 | 0.0% | Held | 3 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 2.67K | -16.6% | $49,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 2.00K | +100.0% | $37,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 35 | -66.7% | $649 | 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
| Hrt Financial Lp | $1.27M | 0.0% |
Verlaten
| Focus Partners Wealth | $581,514 | was 0.0% |
| D. E. Shaw & Co. | $353,154 | was 0.0% |
| JPMorgan Chase | $912 | 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 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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