Effectdossier
HQL
naam in afwachting van profielverwerking
25Gevolgde houders
0Δ houders
4.27MGehouden aandelen
$85.54MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +13.1% · netto nieuwe posities 0.0% — 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 4.27M | $85.54M | +3 | −3 |
| Q1 2026 | 26 | +6 | 3.79M | $61.64M | +7 | −1 |
| Q4 2025 | 20 | 0 | 3.06M | $51.36M | — | — |
| Q3 2025 | 1 | — | 870.66K | $13.50M | — | — |
| Q1 2025 | 1 | +1 | 10.66K | $135,250 | +1 | — |
| Q3 2024 | 1 | 0 | 13.56K | $204,485 | — | — |
| Q2 2024 | 1 | — | 18.20K | $257,851 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.77M | +12.8% | $35.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.77M | +12.8% | $35.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.77M | +12.8% | $35.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.77M | +12.8% | $35.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.77M | +12.8% | $35.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 689.13K | +4.2% | $13.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 689.13K | +4.2% | $13.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 689.13K | +4.2% | $13.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 514.16K | +7.4% | $10.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Allspring Global Investments… | 455.12K | +25.5% | $9.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 195.45K | +1.9% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 124.68K | +2.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 124.68K | +2.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 124.68K | +2.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 124.68K | +2.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 122.37K | +5.9% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 60.85K | +51.0% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 56.48K | -1.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 53.96K | +33.4% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 47.22K | +127510.8% | $944,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 45.60K | +24.3% | $912,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 45.60K | +24.3% | $912,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 30.01K | +111.3% | $600,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 21.31K | +0.3% | $426,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 20.34K | +3.0% | $407,103 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 18.29K | +22.4% | $365,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 14.36K | Nieuw | $287,264 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 11.23K | Nieuw | $224,656 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 10.69K | 0.0% | $216,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 4.83K | Nieuw | $96,608 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 3.46K | +68.5% | $69,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.80K | +106.4% | $36,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 1.17K | +4.0% | $23,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 376 | +41.9% | $7,524 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 13 | 0.0% | $260 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $287,264 | 0.0% |
| Cetera Investment Advisers | $224,656 | 0.0% |
| Pnc Financial Services Group… | $96,608 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $262,070 | was 0.0% |
| BlackRock | $4,669 | was 0.0% |
| JPMorgan Chase | $32 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 8.29M aandelen, $119.66M 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 ·
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