Effectdossier · gearchiveerd kwartaal
FEM
naam in afwachting van profielverwerking
35Gevolgde houders
-2Δ houders
13.63MGehouden aandelen
$436.14MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.4% ·
aandelenstroom +1.0% ·
netto nieuwe posities -5.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 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 | — |
| Q3 2025 | 3 | 0 | 2.35M | $63.73M | — | — |
| Q2 2025 | 1 | — | 348 | $8,555 | — | — |
| Q4 2024 | 1 | +1 | 34.16K | $752,497 | +1 | — |
| Q2 2024 | 1 | — | 27.49K | $658,135 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.00M | +11.5% | $96.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.00M | +11.5% | $96.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 2.26M | +27.6% | $72.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.47M | +9.2% | $47.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.47M | +9.2% | $47.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.32M | +1.4% | $42.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.32M | +1.4% | $42.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 875.59K | +3.1% | $28.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | First Trust Advisors Lp | 671.88K | -11.4% | $21.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 647.07K | -4.5% | $20.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 582.97K | +31.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 582.97K | +31.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 360.03K | -1.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 356.47K | +11.1% | $11.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | State Of Wisconsin Investment Board | 313.81K | 0.0% | $10.04M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 223.08K | -2.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 223.08K | -2.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 134.46K | -10.9% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 82.37K | -0.1% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 53.76K | -27.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 49.31K | -3.1% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 46.63K | +7.8% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 44.45K | +6.2% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 43.67K | +29.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 41.77K | -95.4% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 33.16K | +69.3% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 32.84K | +32.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 15.81K | -49.5% | $505,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 13.92K | Nieuw | $445,195 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 13.99K | +831.5% | $442,695 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 13.99K | +831.5% | $442,695 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 11.01K | -9.9% | $352,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.38K | +0.5% | $332,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 9.70K | 0.0% | $310,136 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 9.48K | -2.0% | $303,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 6.96K | 0.0% | $222,742 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 2.93K | +633.5% | $93,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2.93K | +633.5% | $93,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 2.21K | +198.5% | $70,669 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 1.47K | +13.1% | $47,008 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $445,195 | 0.0% |
Verlaten
| Goldman Sachs Group | $673,060 | was 0.0% |
| Citigroup Inc | $88,124 | was 0.0% |
| Bank Of Montreal /Can/ | $49,274 | 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 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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