Effectdossier · gearchiveerd kwartaal
FEM
naam in afwachting van profielverwerking
38Gevolgde houders
+8Δ houders
13.58MGehouden aandelen
$406.66MGerapporteerde waarde
+9Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· 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 | 89.21K | $2.92M | n/a | n/a |
| Q2 2026 | 35 | -2 | 13.63M | $436.14M | +1 | −3 |
| Q1 2026 | 38 | +8 | 13.58M | $406.66M | +9 | −1 |
| Q4 2025 | 30 | +1 | 10.04M | $274.68M | +1 | n/a |
| Q3 2025 | 3 | 0 | 2.35M | $63.73M | n/a | n/a |
| Q2 2025 | 1 | n/a | 348 | $8,555 | n/a | n/a |
| Q4 2024 | 1 | +1 | 34.16K | $752,497 | +1 | n/a |
| Q2 2024 | 1 | n/a | 27.49K | $658,135 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.70M | +12.8% | $80.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.77M | +28.9% | $53.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.35M | +14.2% | $40.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.30M | +24.4% | $39.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 900.00K | Nieuw | $26.96M | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 849.36K | +49.0% | $25.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 833.13K | -15.4% | $24.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | First Trust Advisors Lp | 758.30K | +2581.4% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 677.56K | +12.5% | $20.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 444.85K | +0.1% | $13.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 365.70K | +25.2% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 321.00K | +41.2% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | State Of Wisconsin Investment Board | 313.81K | 0.0% | $9.40M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 228.04K | +4.1% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 150.95K | +490.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 82.44K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cwm, Llc | 79.36K | +149.6% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 74.58K | Nieuw | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 53.93K | -22.3% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 50.90K | +16.1% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 43.27K | +62.9% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 41.84K | +1.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 33.78K | +29.3% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 31.28K | Nieuw | $937,042 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 24.88K | -3.7% | $745,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 22.47K | 0.0% | $673,060 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 19.59K | Nieuw | $586,733 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 12.23K | Nieuw | $366,244 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 10.33K | +0.1% | $309,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 9.70K | 0.0% | $290,401 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.68K | +5.8% | $289,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.96K | Nieuw | $208,568 | 0.0% | New | 1 | SEC ↗ |
| 33 | Citigroup Inc | 2.94K | +418.9% | $88,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.65K | Nieuw | $49,274 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.50K | +96.3% | $44,398 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | BlackRock ✦ (passief) | 1.30K | Nieuw | $38,925 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 740 | +17.3% | $22,163 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Us Bancorp \De\ | 400 | 0.0% | $11,981 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $26.96M | 0.0% |
| Wealth Enhancement Advisory… | $2.49M | 0.0% |
| Citadel Advisors | $2.23M | 0.0% |
| Mercer Global Advisors Inc… | $937,042 | 0.0% |
| Truist Financial Corp | $586,733 | 0.0% |
| Fifth Third Bancorp | $366,244 | 0.0% |
| Captrust Financial Advisors | $208,568 | 0.0% |
| Bank Of Montreal /Can/ | $49,274 | 0.0% |
| BlackRock | $38,925 | 0.0% |
Verlaten
| Susquehanna International… | $649,508 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 136 houders, 18.22M aandelen, $526.22M 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 ·
Verkrijg dit via de API