Effectdossier · gearchiveerd kwartaal
FTC
naam in afwachting van profielverwerking
41Gevolgde houders
-1Δ houders
3.11MGehouden aandelen
$602.68MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom -3.2% ·
netto nieuwe posities -2.4%
— formule
Brede distributie — dalende aandelen en 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 | 41 | -1 | 3.11M | $602.68M | +2 | −3 |
| Q1 2026 | 43 | +6 | 3.23M | $497.03M | +7 | −1 |
| Q4 2025 | 37 | +1 | 3.48M | $556.02M | +1 | — |
| Q3 2025 | 3 | -2 | 766.39K | $123.13M | — | −2 |
| Q2 2025 | 3 | +2 | 30.42K | $4.59M | +2 | — |
| Q4 2024 | 1 | 0 | 38.77K | $5.36M | — | — |
| Q3 2024 | 1 | 0 | 43.78K | $5.75M | — | — |
| Q2 2024 | 1 | — | 13.56K | $1.66M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 669.37K | -1.0% | $129.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 338.66K | -19.9% | $65.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 338.66K | -19.9% | $65.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 225.68K | +2.2% | $43.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 225.68K | +2.2% | $43.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 152.78K | +0.8% | $29.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 152.78K | +0.8% | $29.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 151.78K | -3.6% | $29.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 135.00K | -3.3% | $26.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 135.00K | -3.3% | $26.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 95.40K | +0.9% | $18.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 72.54K | +24.7% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 37.52K | +0.6% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 36.19K | +7.4% | $7.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 31.14K | -2.5% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 29.00K | +73.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 27.00K | +11.2% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 20.14K | +3.0% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 13.29K | +2.9% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 10.79K | +15.1% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 8.71K | -2.0% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 8.33K | -50.8% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 8.33K | -50.8% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 6.96K | +4.5% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Creative Planning | 6.00K | +11.2% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 5.21K | -39.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 4.60K | +49.0% | $891,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Mariner, LLC | 4.58K | -0.1% | $888,349 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 3.70K | -2.1% | $716,561 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 3.66K | -1.5% | $709,021 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Us Bancorp \De\ | 3.64K | 0.0% | $705,904 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 3.64K | 0.0% | $705,904 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 3.75K | -5.1% | $691,253 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 2.83K | +21.9% | $549,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 2.54K | 0.0% | $492,757 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 2.29K | +13.4% | $443,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 1.82K | 0.0% | $352,468 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 1.34K | -86.5% | $260,621 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Jane Street Group, Llc | 1.29K | Nieuw | $250,738 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 1.26K | -0.8% | $243,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 1.26K | -0.8% | $243,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 1.03K | -19.1% | $199,777 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 550 | Nieuw | $106,574 | 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
| Jane Street Group, Llc | $250,738 | 0.0% |
| Russell Investments Group… | $106,574 | 0.0% |
Verlaten
| Citadel Advisors | $1.46M | was 0.0% |
| Millennium Management | $453,179 | was 0.0% |
| Bank Of Montreal /Can/ | $21,272 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 205 houders, 5.05M aandelen, $669.57M 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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