Effectdossier · gearchiveerd kwartaal
INFL
naam in afwachting van profielverwerking
35Gevolgde houders
+5Δ houders
6.21MGehouden aandelen
$309.95MGerapporteerde waarde
+7Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +6.4% ·
netto nieuwe posities +11.4%
· 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 | 35 | +5 | 6.21M | $309.95M | +7 | −3 |
| Q1 2026 | 31 | 0 | 5.99M | $308.79M | +3 | −3 |
| Q4 2025 | 31 | -2 | 9.08M | $403.54M | n/a | −2 |
| Q3 2025 | 4 | 0 | 8.49M | $379.68M | +1 | −1 |
| Q2 2025 | 2 | -1 | 11.85K | $499,841 | n/a | −1 |
| Q1 2025 | 2 | 0 | 16.39K | $666,091 | n/a | n/a |
| Q4 2024 | 2 | 0 | 47.37K | $1.80M | n/a | n/a |
| Q3 2024 | 2 | 0 | 16.58K | $623,204 | n/a | n/a |
| Q2 2024 | 2 | n/a | 18.62K | $608,502 | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.18M | +44.0% | $58.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.09M | +12.7% | $54.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 916.92K | +10.5% | $45.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Rockefeller Capital Management L.P. | 503.42K | +15.2% | $25.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | UBS Group AG | 460.19K | -11.4% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Commonwealth Equity Services, Llc | 319.32K | +7.9% | $15.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 311.55K | +25.1% | $15.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Captrust Financial Advisors | 301.38K | +5.5% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 264.15K | -16.4% | $13.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 211.98K | +22.4% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 103.20K | +2.5% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 83.06K | +69.5% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 75.50K | +0.2% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 65.78K | +5.8% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Corient Private Wealth LP | 57.63K | +3.3% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 40.66K | +23.1% | $2.03M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Cerity Partners LLC | 39.80K | +0.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 39.53K | +7.3% | $1.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 19 | D. E. Shaw & Co. ✦ | 35.17K | Nieuw | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 17.90K | Nieuw | $892,752 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 15.50K | 0.0% | $773,140 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 15.37K | +0.2% | $766,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 11.03K | Nieuw | $550,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cibc World Market Inc. | 7.73K | +32.4% | $385,423 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 7.68K | +2723.5% | $383,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 7.51K | +1.2% | $374,496 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Creative Planning | 7.39K | +12.1% | $368,566 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 6.73K | Nieuw | $335,742 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 4.61K | -12.7% | $229,709 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 4.56K | Nieuw | $227,450 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 4.38K | +62.1% | $218,325 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 3.24K | +66.1% | $161,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 1.72K | +103.8% | $85,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 1.35K | Nieuw | $66,246 | 0.0% | New | 1 | SEC ↗ |
| 35 | Simplex Trading, Llc | 157 | Nieuw | $7,831 | 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
| D. E. Shaw & Co. | $1.75M | 0.0% |
| Jane Street Group, Llc | $892,752 | 0.0% |
| Hrt Financial Lp | $550,000 | 0.0% |
| Financial Engines Advisors… | $335,742 | 0.0% |
| Mml Investors Services, Llc | $227,450 | 0.0% |
| Jones Financial Companies Lllp | $66,246 | 0.0% |
| Simplex Trading, Llc | $7,831 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $22.59M | was 0.0% |
| HighTower Advisors, LLC | $7.73M | was 0.0% |
| Us Bancorp \De\ | $6,508 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 166 houders, 16.47M aandelen, $834.34M 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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