HTAB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -1.1% ·
netto nieuwe posities +5.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 7.81M | $149.91M | +1 | — |
| Q1 2026 | 17 | -3 | 7.90M | $150.02M | +2 | −5 |
| Q4 2025 | 20 | 0 | 7.92M | $151.70M | +1 | −1 |
| Q3 2025 | 3 | 0 | 84.15K | $1.61M | — | — |
| Q2 2025 | 1 | 0 | 18.25K | $341,420 | — | — |
| Q1 2025 | 1 | 0 | 20.01K | $383,611 | — | — |
| Q4 2024 | 1 | +1 | 40.20K | $778,272 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.09M | -4.6% | $40.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2.09M | -4.6% | $40.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 946.18K | +0.8% | $18.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 946.18K | +0.8% | $18.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 925.81K | -19.7% | $17.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 924.49K | +2.4% | $17.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 924.49K | +2.4% | $17.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 749.15K | -2.3% | $14.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 669.96K | +0.7% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 322.98K | +10.4% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 319.58K | +3.1% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 314.99K | +24.5% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 178.64K | +548.8% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 163.10K | +1.1% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 163.10K | +1.1% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 114.26K | -4.7% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 41.47K | -0.6% | $795,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.99K | -62.7% | $364,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 15.82K | -12.1% | $303,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 12.83K | Nieuw | $246,139 | 0.0% | New | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 6.04K | 0.0% | $115,822 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.08K | +0.2% | $59,094 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.08K | +0.2% | $59,094 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mml Investors Services, Llc | $246,139 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 12.22M aandelen, $230.61M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.