Effectdossier · gearchiveerd kwartaal
HYS
naam in afwachting van profielverwerking
45Gevolgde houders
+3Δ houders
4.92MGehouden aandelen
$460.53MGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +6.6% ·
netto nieuwe posities +4.4%
· 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 | 45 | +3 | 4.92M | $460.53M | +5 | −3 |
| Q1 2026 | 44 | +3 | 5.03M | $468.86M | +4 | −1 |
| Q4 2025 | 40 | -1 | 4.66M | $441.80M | +1 | −2 |
| Q3 2025 | 5 | 0 | 777.50K | $74.39M | n/a | n/a |
| Q2 2025 | 3 | 0 | 43.20K | $4.10M | n/a | n/a |
| Q1 2025 | 2 | +1 | 208.62K | $19.54M | +1 | n/a |
| Q4 2024 | 1 | -1 | 117.52K | $11.01M | n/a | −1 |
| Q3 2024 | 2 | 0 | 78.35K | $7.48M | n/a | n/a |
| Q2 2024 | 2 | n/a | 93.59K | $8.68M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 722.78K | +3.5% | $67.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 592.48K | +1.5% | $55.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 531.70K | -13.3% | $49.72M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 371.07K | +1.4% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 357.26K | +3.1% | $33.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Cetera Investment Advisers | 291.69K | +3.2% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 218.63K | +8.3% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 217.02K | +5.8% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | Commonwealth Equity Services, Llc | 175.43K | +5.4% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 162.25K | +8.8% | $15.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 151.16K | +6.2% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Man Group plc | 139.72K | +65.1% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 138.97K | -1.9% | $13.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 131.56K | +541.6% | $12.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 122.29K | -4.8% | $11.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 113.64K | +25.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Allianz Asset Management GmbH | 99.12K | +1.4% | $9.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 69.39K | Nieuw | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 62.41K | -0.5% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Mercer Global Advisors Inc /Adv | 42.21K | +19.4% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 35.04K | +11.1% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 26.27K | +132.0% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 21.88K | -5.9% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. | 19.68K | -20.9% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Northwestern Mutual Wealth… | 15.95K | +90.4% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 14.28K | +170.6% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 11.57K | +0.8% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 9.49K | -1.6% | $887,879 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 29 | Bank of New York Mellon Corp | 8.71K | +3.5% | $814,050 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 8.70K | -40.8% | $813,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 6.25K | -9.1% | $585,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 5.81K | +81.0% | $543,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.41K | -0.8% | $506,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 5.16K | -44.0% | $482,096 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 3.32K | +2.7% | $310,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Kayne Anderson Rudnick Investment… | 3.01K | -11.8% | $281,026 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 2.82K | +43.5% | $263,660 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Captrust Financial Advisors | 2.67K | Nieuw | $249,862 | 0.0% | New | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 2.44K | -47.5% | $227,749 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Mariner, LLC | 2.15K | Nieuw | $200,610 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.37K | -12.7% | $128,122 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Qube Research & Technologies Ltd | 1.19K | Nieuw | $111,195 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 393 | -22.9% | $36,718 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Blair William & Co/Il | 278 | 0.0% | $25,999 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 51 | Nieuw | $4,770 | 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
| Focus Partners Wealth | $6.49M | 0.0% |
| Captrust Financial Advisors | $249,862 | 0.0% |
| Mariner, LLC | $200,610 | 0.0% |
| Qube Research & Technologies… | $111,195 | 0.0% |
| Russell Investments Group… | $4,770 | 0.0% |
Verlaten
| Hrt Financial Lp | $825,000 | was 0.0% |
| Citadel Advisors | $473,998 | was 0.0% |
| HighTower Advisors, LLC | $372,139 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 242 houders, 8.57M aandelen, $781.94M 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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