Effectdossier
III
naam in afwachting van profielverwerking
55Gevolgde houders
-5Δ houders
19.92MGehouden aandelen
$81.86MGerapporteerde waarde
+4Nieuwe posities
−10Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom +1.1% ·
netto nieuwe posities -10.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 55 | -5 | 19.92M | $81.86M | +4 | −10 |
| Q1 2026 | 63 | +4 | 19.74M | $75.87M | +7 | −3 |
| Q4 2025 | 59 | +2 | 19.36M | $111.88M | +2 | — |
| Q3 2025 | 13 | -2 | 9.37M | $53.89M | — | −2 |
| Q2 2025 | 12 | 0 | 8.45M | $40.56M | +1 | −1 |
| Q1 2025 | 9 | 0 | 3.46M | $13.54M | — | — |
| Q4 2024 | 9 | +1 | 3.31M | $11.05M | +1 | — |
| Q3 2024 | 7 | 0 | 2.71M | $8.96M | — | — |
| Q2 2024 | 7 | — | 2.63M | $7.73M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 4.65M | -0.1% | $19.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passief) | 3.10M | +11.9% | $12.76M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 3 | Renaissance Technologies ✦ | 1.86M | -1.4% | $7.66M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.65M | -8.2% | $6.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.60M | +3.9% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Geode Capital Management ✦ (passief) | 947.28K | +5.9% | $3.89M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passief) | 753.90K | -1.1% | $3.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 684.18K | -0.9% | $2.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 9 | Blair William & Co/Il | 681.66K | -10.7% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 515.38K | +6.1% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Goldman Sachs Group ✦ | 441.03K | +30.3% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 388.98K | +28.1% | $1.60M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 13 | Prudential Financial Inc | 296.25K | +16.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 273.84K | +0.8% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 224.11K | -3.8% | $921,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 176.94K | +0.9% | $727,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Sei Investments Co | 175.07K | +38.5% | $719,554 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 154.95K | -6.3% | $636,841 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 146.28K | -32.6% | $601,219 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Charles Schwab Investment… | 103.42K | +11.2% | $425,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Nuveen, LLC | 99.44K | +98.7% | $408,699 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Citadel Advisors ✦ | 74.31K | +293.6% | $305,418 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Barclays Plc | 69.26K | -1.9% | $284,671 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Hsbc Holdings Plc | 64.06K | +34.2% | $262,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 61.53K | +184.6% | $252,906 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 26 | American Century Companies Inc | 61.01K | 0.0% | $250,768 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 50.89K | +1.9% | $209,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 50.73K | -14.3% | $208,509 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Invesco Ltd. | 48.91K | +0.4% | $201,016 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Rhumbline Advisers | 46.66K | +7.2% | $191,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 43.38K | Nieuw | $178,304 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Baird Financial Group, Inc. | 40.52K | +28.9% | $166,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 38.10K | Nieuw | $156,591 | 0.0% | New | 1 | SEC ↗ |
| 34 | Alliancebernstein L.P. | 37.35K | +6.3% | $143,424 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 34.31K | +124.6% | $141,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 30.47K | +101.8% | $125,220 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Bnp Paribas Financial Markets | 28.57K | -17.3% | $117,427 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 26.72K | +55.0% | $109,807 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 25.99K | 0.0% | $107,000 | 0.0% | Held | 9 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 20.55K | +285.8% | $84,458 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | LPL Financial LLC | 16.93K | -88.1% | $69,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mackenzie Financial Corp | 16.62K | -27.8% | $68,321 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 16.61K | -12.8% | $67,939 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.19K | -3.4% | $66,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Citigroup Inc | 16.11K | +840.7% | $66,228 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Arrowstreet Capital ✦ | 15.10K | 0.0% | $62,061 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 13.17K | +7737.5% | $54,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Qube Research & Technologies Ltd | 10.93K | -95.2% | $44,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Corient Private Wealth LP | 10.37K | Nieuw | $42,604 | 0.0% | New | 1 | SEC ↗ |
| 50 | New York State Common Retirement… | 6.00K | 0.0% | $24,644 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Legal & General Group Plc | 3.39K | 0.0% | $13,933 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 1.43K | Nieuw | $5,869 | 0.0% | New | 1 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 411 | 0.0% | $1,689 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 245 | -92.2% | $1,007 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Fifth Third Bancorp | 164 | 0.0% | $674 | 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
| Ameriprise Financial Inc | $178,304 | 0.0% |
| Us Bancorp \De\ | $156,591 | 0.0% |
| Corient Private Wealth LP | $42,604 | 0.0% |
| Northwestern Mutual Wealth… | $5,869 | 0.0% |
Verlaten
| State Board Of Administration… | $231,940 | was 0.0% |
| Point72 Asset Management | $182,058 | was 0.0% |
| Millennium Management | $150,056 | was 0.0% |
| Lazard Asset Management Llc | $97,732 | was 0.0% |
| Manufacturers Life Insurance… | $40,654 | was 0.0% |
| HighTower Advisors, LLC | $40,397 | was 0.0% |
| Optiver Holding B.V. | $1,505 | was 0.0% |
| Federated Hermes, Inc. | $1,290 | was 0.0% |
| Simplex Trading, Llc | $510 | was 0.0% |
| Pnc Financial Services Group… | $192 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 139 houders, 32.07M aandelen, $121.79M 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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