Effectdossier · gearchiveerd kwartaal
HEWJ
naam in afwachting van profielverwerking
40Gevolgde houders
+4Δ houders
5.23MGehouden aandelen
$337.12MGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +12.9% ·
netto nieuwe posities +10.0%
· 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passief) | 881.35K | +0.1% | $56.86M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 468.05K | -10.9% | $30.03M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | TD Waterhouse Canada Inc. | 125.35K | Nieuw | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 95.80K | -6.3% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 91.58K | -0.2% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 43.04K | +2.6% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 36.28K | +18.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 34.19K | -5.2% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 31.21K | Nieuw | $2.01M | 0.0% | New | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 28.43K | +2.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Lido Advisors, LLC | 20.70K | Nieuw | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 15.76K | -81.5% | $1.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.02K | Nieuw | $904,635 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cibc World Market Inc. | 12.07K | 0.0% | $778,627 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 11.63K | 0.0% | $750,432 | 0.0% | Held | 3 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 11.34K | -6.0% | $731,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 10.59K | 0.0% | $683,188 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 23 | Bnp Paribas Financial Markets | 10.16K | +20.9% | $655,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 9.14K | +159.4% | $589,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 8.31K | -0.6% | $536,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 7.42K | 0.0% | $478,674 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 6.66K | -43.1% | $429,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 5.01K | -33.9% | $323,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 4.67K | +11.4% | $301,431 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 4.31K | +5.9% | $278,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 3.02K | -14.1% | $194,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 2.32K | -3.9% | $150,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Franklin Resources Inc | 2.20K | 0.0% | $141,944 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 2.20K | +468.0% | $141,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 2.00K | +0.3% | $128,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.82K | 0.0% | $117,500 | 0.0% | Held | 5 | SEC ↗ |
| 37 | Mirae Asset Global Investments Co.… | 1.70K | Nieuw | $109,490 | 0.0% | New | 1 | SEC ↗ |
| 38 | Barclays Plc | 681 | 0.0% | $43,938 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 637 | 0.0% | $41,099 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 40 | Blair William & Co/Il | 200 | 0.0% | $12,904 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| TD Waterhouse Canada Inc. | $8.09M | 0.0% |
| Citadel Advisors | $2.01M | 0.0% |
| Lido Advisors, LLC | $1.34M | 0.0% |
| Cetera Investment Advisers | $904,635 | 0.0% |
| Mirae Asset Global… | $109,490 | 0.0% |
Verlaten
| Hrt Financial Lp | $304,000 | 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: Q2 2026 ·
Methodologie ·
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