Effectdossier · gearchiveerd kwartaal
IAT
naam in afwachting van profielverwerking
44Gevolgde houders
+1Δ houders
3.72MGehouden aandelen
$231.30MGerapporteerde waarde
+5Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom +5.4% ·
netto nieuwe posities 0.0%
· 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 | 44 | +1 | 3.72M | $231.30M | +5 | −5 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | n/a | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | n/a |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | n/a | 78.84K | $3.27M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 555.30K | +6.5% | $34.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 530.53K | +3.1% | $33.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 394.97K | +2.8% | $24.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 258.63K | -5.0% | $16.09M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 5 | Royal Bank Of Canada | 252.18K | +30.3% | $15.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | LPL Financial LLC | 239.50K | -2.0% | $14.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 190.19K | -0.4% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 158.27K | +40.5% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 151.00K | +274445.5% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 147.05K | +2.4% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Us Bancorp \De\ | 116.84K | -13.2% | $7.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 111.54K | +3.9% | $6.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 110.08K | -5.4% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 81.49K | -1.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 72.05K | -0.2% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 69.51K | -2.5% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 57.30K | +2.1% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 49.34K | +0.9% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 21.29K | +4.7% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 20.46K | +7.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 20.68K | -2.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 16.70K | -1.9% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 14.29K | +41.6% | $889,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 13.16K | -62.8% | $818,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 9.81K | +0.9% | $610,529 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 8.64K | -68.8% | $537,458 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 8.43K | -7.0% | $524,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 8.05K | +14.8% | $501,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 7.42K | Nieuw | $461,660 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cibc World Market Inc. | 3.86K | 0.0% | $240,255 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 3.58K | Nieuw | $222,869 | 0.0% | New | 1 | SEC ↗ |
| 32 | Hrt Financial Lp | 3.39K | Nieuw | $210,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.57K | +3.1% | $159,801 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | National Bank Of Canada /Fi/ | 2.15K | 0.0% | $133,687 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.11K | +12.9% | $131,389 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 36 | Blair William & Co/Il | 1.57K | 0.0% | $97,483 | 0.0% | Held | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 1.13K | 0.0% | $70,422 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 532 | 0.0% | $33,096 | 0.0% | Held | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 174 | 0.0% | $11,025 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Simplex Trading, Llc | 98 | Nieuw | $6,096 | 0.0% | New | 1 | SEC ↗ |
| 41 | Citigroup Inc | 96 | -61.6% | $5,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 32 | 0.0% | $1,991 | 0.0% | Held | 3 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 32 | 0.0% | $1,991 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 1 | Nieuw | $62 | 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
| AQR Capital Management | $461,660 | 0.0% |
| Cerity Partners LLC | $222,869 | 0.0% |
| Hrt Financial Lp | $210,000 | 0.0% |
| Simplex Trading, Llc | $6,096 | 0.0% |
| Russell Investments Group… | $62 | 0.0% |
Verlaten
| Citadel Advisors | $1.67M | was 0.0% |
| Renaissance Technologies | $1.20M | was 0.0% |
| D. E. Shaw & Co. | $742,992 | was 0.0% |
| HighTower Advisors, LLC | $373,184 | was 0.0% |
| Group One Trading Llc | $24,605 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 165 houders, 4.47M aandelen, $232.93M 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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