FID
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 2.52M | $54.07M | +1 | −1 |
| Q1 2026 | 21 | +3 | 2.56M | $53.56M | +3 | — |
| Q4 2025 | 18 | -1 | 2.27M | $46.69M | +1 | −2 |
| Q3 2025 | 4 | +1 | 41.92K | $825,812 | +1 | — |
| Q2 2025 | 1 | +1 | 33.47K | $643,351 | +1 | — |
| Q2 2024 | 1 | — | 13.53K | $212,644 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.13M | +4.4% | $24.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 261.30K | +5.2% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 255.75K | -6.5% | $5.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 206.61K | +32.6% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 135.21K | +20.2% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 98.75K | +24.1% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 98.75K | +24.1% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 73.30K | -11.6% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 24.21K | +73.6% | $519,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 18.14K | Nieuw | $389,299 | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 17.58K | -64.6% | $377,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 9.02K | +56.3% | $193,647 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 7.82K | +47.3% | $167,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 7.51K | +4.6% | $161,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 4.17K | +21.3% | $89,551 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $54,465 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 1.45K | +123.8% | $31,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 731 | +449.6% | $15,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 170 | 0.0% | $3,640 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 2 | +100.0% | $36 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $389,299 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.82M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 6.41M aandelen, $123.13M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.