Effectdossier · gearchiveerd kwartaal
HEWJ
naam in afwachting van profielverwerking
37Gevolgde houders
+3Δ houders
4.63MGehouden aandelen
$259.81MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom -12.9% ·
netto nieuwe posities +8.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 40 | +4 | 5.23M | $337.12M | +5 | −1 |
| Q1 2026 | 37 | +3 | 4.63M | $259.81M | +5 | −2 |
| Q4 2025 | 34 | +1 | 5.32M | $280.12M | +1 | n/a |
| Q3 2025 | 5 | 0 | 2.85M | $140.27M | n/a | n/a |
| Q2 2025 | 2 | -1 | 2.37M | $106.24M | n/a | −1 |
| Q1 2025 | 1 | 0 | 38.49K | $1.61M | n/a | n/a |
| Q4 2024 | 1 | +1 | 72.80K | $3.10M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.67M | +590.2% | $93.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passief) | 880.49K | -73.4% | $49.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Deutsche Bank Ag\ | 737.28K | -8.3% | $41.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | JPMorgan Chase ✦ | 525.27K | +42.2% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 209.53K | -8.8% | $11.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Truist Financial Corp | 102.24K | +516.0% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 91.80K | +1299.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 84.96K | +319.6% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 58.63K | +47.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | LPL Financial LLC | 41.94K | -3.6% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 36.04K | +13.9% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 30.69K | +296.6% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Us Bancorp \De\ | 27.69K | +1.5% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | Cibc World Market Inc. | 12.07K | -8.0% | $679,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 12.06K | +336.9% | $678,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 11.71K | +24.8% | $658,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 11.63K | 0.0% | $654,593 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 10.59K | +1.6% | $595,937 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bnp Paribas Financial Markets | 8.41K | +18.3% | $473,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 8.36K | -0.9% | $470,271 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 7.57K | Nieuw | $426,208 | 0.0% | New | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 7.42K | Nieuw | $417,541 | 0.0% | New | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 5.40K | Nieuw | $304,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 4.19K | +6.4% | $235,920 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 4.07K | -28.8% | $229,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 3.52K | Nieuw | $198,387 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 3.51K | -11.3% | $197,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.42K | -0.7% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Franklin Resources Inc | 2.20K | 0.0% | $123,816 | 0.0% | Held | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 2.00K | 0.0% | $112,099 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.82K | 0.0% | $102,494 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Cwm, Llc | 830 | 0.0% | $46,712 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Barclays Plc | 681 | 0.0% | $38,327 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 637 | -57.5% | $35,851 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Qube Research & Technologies Ltd | 387 | Nieuw | $21,780 | 0.0% | New | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 200 | 0.0% | $11,256 | 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
| Susquehanna International… | $426,208 | 0.0% |
| Quantinno Capital Management… | $417,541 | 0.0% |
| Hrt Financial Lp | $304,000 | 0.0% |
| Fifth Third Bancorp | $198,387 | 0.0% |
| Qube Research & Technologies… | $21,780 | 0.0% |
Verlaten
| Citadel Advisors | $2.64M | was 0.0% |
| Commonwealth Equity Services… | $487,270 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 82 houders, 5.87M aandelen, $327.91M 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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