Effectdossier · gearchiveerd kwartaal
GARP
naam in afwachting van profielverwerking
38Gevolgde houders
+4Δ houders
12.16MGehouden aandelen
$1.00BGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +10.5%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 | 38 | +4 | 12.16M | $1.00B | +5 | −1 |
| Q1 2026 | 35 | +4 | 7.39M | $472.66M | +7 | −3 |
| Q4 2025 | 31 | +1 | 4.85M | $330.52M | +1 | — |
| Q3 2025 | 4 | 0 | 11.96K | $785,041 | +1 | −1 |
| Q2 2025 | 1 | +1 | 14.02K | $846,407 | +1 | — |
| Q4 2024 | 1 | +1 | 40.45K | $2.28M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.89M | +78.7% | $321.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.83M | +129.7% | $151.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.83M | +129.7% | $151.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.83M | +129.7% | $151.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.83M | +129.7% | $151.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.27M | +132.8% | $104.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.27M | +132.8% | $104.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.27M | +132.8% | $104.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.12M | +48.2% | $92.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.12M | +48.2% | $92.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 674.96K | +10.2% | $55.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 545.25K | +8.6% | $45.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 446.13K | +30.6% | $36.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 446.54K | +452.2% | $36.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 414.24K | +18.1% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 414.24K | +18.1% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 414.24K | +18.1% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 325.45K | +47.6% | $26.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 322.34K | +8.5% | $26.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 268.50K | +13.7% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 164.06K | -3.0% | $13.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 126.29K | +114.3% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | First Trust Advisors Lp | 76.46K | +0.9% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 33.93K | +0.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 27.49K | -24.8% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 27.49K | -24.8% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 22.45K | +105.9% | $1.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 21.71K | +2302.0% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 21.71K | +2302.0% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 19.20K | +10.4% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 19.20K | +10.4% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | CIBC Bancorp USA Inc. | 18.00K | Nieuw | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 16.00K | +100.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 14.87K | +2.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 7.47K | +82.2% | $616,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 7.17K | -1.7% | $591,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 6.44K | 0.0% | $531,705 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 6.01K | Nieuw | $495,923 | 0.0% | New | 1 | SEC ↗ |
| 39 | Creative Planning | 5.75K | -0.1% | $475,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 5.51K | Nieuw | $454,603 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 4.44K | -4.8% | $366,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Boston Partners | 3.90K | 0.0% | $322,330 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 3.37K | +51.5% | $278,338 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fifth Third Bancorp | 3.33K | +60.7% | $274,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 2.58K | Nieuw | $212,979 | 0.0% | New | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 2.44K | -31.0% | $201,835 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 348 | -14.9% | $28,734 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 142 | Nieuw | $11,722 | 0.0% | New | 1 | SEC ↗ |
| 49 | UBS Group AG | 13 | -48.0% | $1,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| CIBC Bancorp USA Inc. | $1.49M | 0.0% |
| Corient Private Wealth LP | $495,923 | 0.0% |
| Qube Research & Technologies… | $454,603 | 0.0% |
| Quantinno Capital Management… | $212,979 | 0.0% |
| Pnc Financial Services Group… | $11,722 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $6,677 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 14.10M aandelen, $823.57M 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 ·
Verkrijg dit via de API