Effectdossier · gearchiveerd kwartaal
GSEW
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
5.06MGehouden aandelen
$478.22MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.7% · netto nieuwe posities -3.1% · formule
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 87.04K | $8.27M | n/a | −1 |
| Q2 2026 | 32 | 0 | 5.06M | $478.22M | +3 | −4 |
| Q1 2026 | 34 | -4 | 4.84M | $409.73M | +3 | −7 |
| Q4 2025 | 37 | +1 | 4.65M | $396.29M | +1 | n/a |
| Q3 2025 | 5 | -1 | 792.29K | $67.38M | n/a | −1 |
| Q2 2025 | 3 | +1 | 13.67K | $1.11M | +1 | n/a |
| Q1 2025 | 1 | +1 | 31.80K | $2.42M | +1 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 897.74K | +4.2% | $84.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 684.01K | +67.8% | $64.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 672.89K | +6.2% | $63.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 523.04K | +30.7% | $49.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 411.69K | +5.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 363.37K | -42.2% | $34.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 313.61K | +33.4% | $29.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 236.49K | -2.2% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 132.19K | +6.8% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 118.49K | +41.2% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 103.61K | -3.8% | $9.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 91.81K | +5.8% | $8.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 83.92K | -5.5% | $7.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 83.05K | +141.1% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Wealth Enhancement Advisory… | 70.92K | -11.9% | $6.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 66.17K | +13.4% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 44.42K | -57.7% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 38.41K | +14.9% | $3.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Bank Of Montreal /Can/ | 25.25K | -3.0% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 24.08K | -45.0% | $2.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 21 | Cetera Investment Advisers | 19.18K | +14.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 12.32K | -52.2% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 11.99K | +77.0% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 8.81K | -8.9% | $831,746 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Corient Private Wealth LP | 8.12K | Nieuw | $766,690 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 5.05K | +44.8% | $476,489 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Focus Partners Wealth | 4.98K | 0.0% | $470,067 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 4.92K | +0.9% | $464,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 2.18K | Nieuw | $205,552 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.37K | +1255.5% | $128,535 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 153 | +247.7% | $14,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 128 | Nieuw | $12,086 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Corient Private Wealth LP | $766,690 | 0.0% |
| Susquehanna International… | $205,552 | 0.0% |
| Assetmark, Inc | $12,086 | 0.0% |
Verlaten
| Mariner, LLC | $3.13M | was 0.0% |
| HighTower Advisors, LLC | $2.73M | was 0.0% |
| Hrt Financial Lp | $601,000 | was 0.0% |
| Mercer Global Advisors Inc… | $384,362 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 12.40M aandelen, $989.53M 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: Q2 2026 ·
Methodologie ·
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