Effectdossier · gearchiveerd kwartaal
FRD
naam in afwachting van profielverwerking
33Gevolgde houders
+3Δ houders
2.12MGehouden aandelen
$37.61MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +1.6% ·
netto nieuwe posities +9.1%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +7 | 2.29M | $73.84M | +7 | — |
| Q1 2026 | 33 | +3 | 2.12M | $37.61M | +4 | −1 |
| Q4 2025 | 30 | +1 | 2.17M | $44.52M | +1 | — |
| Q3 2025 | 8 | -1 | 1.36M | $29.82M | — | −1 |
| Q2 2025 | 7 | 0 | 1.18M | $19.58M | — | — |
| Q1 2025 | 4 | +1 | 443.69K | $6.61M | +1 | — |
| Q4 2024 | 3 | 0 | 434.80K | $6.65M | — | — |
| Q3 2024 | 2 | -1 | 429.91K | $6.89M | — | −1 |
| Q2 2024 | 3 | — | 437.69K | $6.61M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 541.69K | +0.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 541.69K | +0.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 541.69K | +0.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 541.69K | +0.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 331.28K | +3.2% | $5.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 328.49K | -1.4% | $5.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 328.49K | -1.4% | $5.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 328.49K | -1.4% | $5.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 328.49K | -1.4% | $5.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 328.49K | -1.4% | $5.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 288.48K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passief) | 159.50K | +0.4% | $2.83M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passief) | 159.50K | +0.4% | $2.83M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 96.79K | -3.7% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 96.79K | -3.7% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 96.79K | -3.7% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 96.79K | -3.7% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passief) | 83.28K | +5.0% | $1.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 59.03K | +1.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 59.03K | +1.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 59.03K | +1.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northern Trust Corp | 57.16K | +7.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northern Trust Corp | 57.16K | +7.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northern Trust Corp | 57.16K | +7.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northern Trust Corp | 57.16K | +7.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 26.68K | +107.2% | $472,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 26.26K | -50.0% | $465,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 25.65K | Nieuw | $454,483 | 0.0% | New | 1 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 18.21K | Nieuw | $322,646 | 0.0% | New | 1 | SEC ↗ |
| 30 | Charles Schwab Investment… | 17.09K | -4.9% | $302,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 12.37K | -28.8% | $219,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 12.37K | -28.8% | $219,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 12.37K | -28.8% | $219,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 12.37K | -28.8% | $219,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 10.00K | -40.9% | $177,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS Group AG | 8.16K | +1060.9% | $144,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS Group AG | 8.16K | +1060.9% | $144,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 8.16K | +1060.9% | $144,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.59K | -44.1% | $99,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.59K | -44.1% | $99,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 5.59K | -44.1% | $99,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 5.59K | -44.1% | $99,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Rhumbline Advisers | 5.27K | +1.3% | $93,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Barclays Plc | 4.14K | -68.3% | $73,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Barclays Plc | 4.14K | -68.3% | $73,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 3.47K | Nieuw | $61,542 | 0.0% | New | 1 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.28K | +2.1% | $58,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | New York State Common Retirement… | 3.20K | 0.0% | $56,704 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 1.81K | 0.0% | $32,272 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 1.43K | -15.1% | $25,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 1.29K | +281.7% | $23,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 953 | +72.3% | $16,894 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 953 | +72.3% | $16,894 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 748 | +29.9% | $13,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 748 | +29.9% | $13,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 598 | 0.0% | $10,597 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Citigroup Inc | 313 | +105.9% | $5,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Cwm, Llc | 168 | +630.4% | $2,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 17 | Nieuw | $301 | 0.0% | New | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 10 | -52.4% | $177 | 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
| Citadel Advisors | $454,483 | 0.0% |
| Squarepoint Ops LLC | $322,646 | 0.0% |
| Deutsche Bank Ag\ | $61,542 | 0.0% |
| UBS AM, a distinct business… | $301 | 0.0% |
Verlaten
| California State Teachers… | $8,483 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 3.74M aandelen, $63.87M 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: Q1 2026 ·
Methodologie ·
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