Effectdossier · gearchiveerd kwartaal
FYC
naam in afwachting van profielverwerking
38Gevolgde houders
+8Δ houders
4.71MGehouden aandelen
$457.08MGerapporteerde waarde
+9Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.7% ·
aandelenstroom +23.3% ·
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 | 12.99K | $1.48M | n/a | n/a |
| Q2 2026 | 29 | -8 | 5.36M | $682.75M | n/a | −8 |
| Q1 2026 | 38 | +8 | 4.71M | $457.08M | +9 | −1 |
| Q4 2025 | 30 | 0 | 3.82M | $367.63M | n/a | n/a |
| Q3 2025 | 3 | -1 | 254.15K | $23.05M | n/a | −1 |
| Q2 2025 | 2 | 0 | 28.57K | $2.27M | +1 | −1 |
| Q1 2025 | 1 | 0 | 5.05K | $347,165 | n/a | n/a |
| Q4 2024 | 1 | +1 | 27.58K | $2.14M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.56K | $1.22M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.36M | +14.9% | $131.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 544.96K | +24.2% | $52.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 443.57K | +22.0% | $43.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 394.55K | +34.5% | $38.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 289.68K | +13.6% | $28.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 244.27K | +21.2% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 196.61K | +858.2% | $19.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 185.43K | +16.6% | $17.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 174.61K | +107.2% | $16.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 171.14K | +4.4% | $16.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 102.49K | +10.0% | $9.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Pnc Financial Services Group, Inc. | 92.52K | +20.5% | $8.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 87.74K | +31.5% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 72.92K | +301.5% | $7.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 67.70K | Nieuw | $6.57M | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 60.86K | +40.5% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 51.19K | +73.4% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 46.09K | +18.3% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 27.46K | Nieuw | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 17.20K | +26.3% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 15.92K | -21.6% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 15.02K | Nieuw | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 12.71K | Nieuw | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 9.67K | +249.2% | $956,440 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 6.61K | -81.2% | $640,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 6.15K | Nieuw | $596,122 | 0.0% | New | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 4.73K | Nieuw | $459,006 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 3.04K | +7.8% | $295,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 2.69K | Nieuw | $261,264 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.37K | Nieuw | $229,687 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 1.04K | -6.0% | $101,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 825 | +85.8% | $76,652 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Blair William & Co/Il | 700 | +115.4% | $67,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 644 | +10.1% | $62,422 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 508 | 0.0% | $49,266 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 130 | 0.0% | $12,607 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 128 | Nieuw | $12,413 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 65 | 0.0% | $6,304 | 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
| Two Sigma Investments | $6.57M | 0.0% |
| Susquehanna International… | $2.66M | 0.0% |
| Goldman Sachs Group | $1.46M | 0.0% |
| Citadel Advisors | $1.23M | 0.0% |
| Fifth Third Bancorp | $596,122 | 0.0% |
| Millennium Management | $459,006 | 0.0% |
| Ameriprise Financial Inc | $261,264 | 0.0% |
| Mercer Global Advisors Inc… | $229,687 | 0.0% |
| Bank Of Montreal /Can/ | $12,413 | 0.0% |
Verlaten
| First Trust Advisors Lp | $20.80M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 152 houders, 6.54M aandelen, $621.17M 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 ·
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