Effectdossier
FDMO
naam in afwachting van profielverwerking
34Gevolgde houders
+7Δ houders
5.48MGehouden aandelen
$539.99MGerapporteerde waarde
+8Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.9% ·
aandelenstroom -1.0% ·
netto nieuwe posities +20.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 34 | +7 | 5.48M | $539.99M | +8 | −1 |
| Q1 2026 | 28 | +4 | 5.54M | $443.54M | +4 | — |
| Q4 2025 | 24 | 0 | 4.22M | $354.49M | — | — |
| Q3 2025 | 4 | -2 | 1.93M | $160.52M | — | −2 |
| Q2 2025 | 3 | +1 | 1.94M | $147.47M | +1 | — |
| Q1 2025 | 1 | 0 | 42.20K | $2.75M | +1 | −1 |
| Q4 2024 | 1 | 0 | 8.80K | $612,575 | +1 | −1 |
| Q3 2024 | 1 | +1 | 37.85K | $2.50M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.73M | -10.6% | $269.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.46M | +3.4% | $144.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 263.84K | +54.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 263.84K | +54.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 218.91K | +6.4% | $21.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 175.53K | +20.9% | $17.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 106.45K | +323.3% | $10.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 106.45K | +323.3% | $10.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 106.45K | +323.3% | $10.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 83.65K | -6.0% | $8.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 83.65K | -6.0% | $8.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 72.10K | -17.3% | $7.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 62.97K | 0.0% | $6.21M | 0.0% | Held | 4 | SEC ↗ |
| 14 | Cerity Partners LLC | 54.67K | -4.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 54.67K | -4.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 54.67K | -4.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 49.90K | +84.9% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 49.90K | +84.9% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 49.90K | +84.9% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 45.70K | +319.3% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 31.93K | -26.0% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 31.93K | -26.0% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 31.93K | -26.0% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 31.93K | -26.0% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 31.13K | +5.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 24.61K | -2.8% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 15.95K | +10.9% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 11.84K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 8.74K | -79.9% | $861,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 8.74K | -79.9% | $861,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 6.63K | -5.9% | $653,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 5.56K | -65.4% | $547,655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 4.27K | Nieuw | $421,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mariner, LLC | 3.06K | -27.9% | $302,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 2.88K | Nieuw | $283,563 | 0.0% | New | 1 | SEC ↗ |
| 36 | Creative Planning | 2.86K | Nieuw | $281,725 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 2.86K | Nieuw | $281,725 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 879 | +4.3% | $86,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 244 | -14.4% | $24,051 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 220 | +3566.7% | $21,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 174 | 0.0% | $17,140 | 0.0% | Held | 3 | SEC ↗ |
| 42 | UBS Group AG | 83 | Nieuw | $8,181 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 64 | Nieuw | $6,356 | 0.0% | New | 1 | SEC ↗ |
| 44 | Simplex Trading, Llc | 59 | Nieuw | $5,815 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 57 | +216.7% | $5,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 57 | +216.7% | $5,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 22 | -82.1% | $2,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 15 | Nieuw | $1,479 | 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
| Citadel Advisors | $1.17M | 0.0% |
| Hrt Financial Lp | $421,000 | 0.0% |
| Mml Investors Services, Llc | $283,563 | 0.0% |
| Creative Planning | $281,725 | 0.0% |
| Creative Planning | $281,725 | 0.0% |
| UBS Group AG | $8,181 | 0.0% |
| BlackRock | $6,356 | 0.0% |
| Simplex Trading, Llc | $5,815 | 0.0% |
| Qube Research & Technologies… | $1,479 | 0.0% |
Verlaten
| Fifth Third Bancorp | $4,973 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 6.69M aandelen, $525.98M 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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