Effectdossier
JQC
naam in afwachting van profielverwerking
34Gevolgde houders
+1Δ houders
27.45MGehouden aandelen
$133.42MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.0% ·
aandelenstroom +7.8% ·
netto nieuwe posities +2.9%
— 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 | 34 | +1 | 27.45M | $133.42M | +4 | −3 |
| Q1 2026 | 34 | 0 | 25.48M | $124.10M | +5 | −5 |
| Q4 2025 | 34 | +1 | 22.22M | $111.59M | +1 | — |
| Q3 2025 | 2 | 0 | 9.86M | $51.96M | — | — |
| Q2 2025 | 1 | +1 | 48.69K | $262,418 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.28M | +8.5% | $45.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.28M | +8.5% | $45.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.28M | +8.5% | $45.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.28M | +8.5% | $45.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Loomis Sayles & Co L P | 4.53M | 0.0% | $22.00M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Loomis Sayles & Co L P | 4.53M | 0.0% | $22.00M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 3.05M | +3.8% | $14.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 3.05M | +3.8% | $14.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.69M | +16.6% | $13.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.69M | +16.6% | $13.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.78M | +10.6% | $8.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.78M | +10.6% | $8.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Allspring Global Investments… | 1.16M | Nieuw | $5.63M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 747.96K | -10.0% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Balyasny Asset Management L.P. | 716.16K | -12.2% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 704.61K | -16.2% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 613.91K | +2.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 288.33K | +7.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | First Trust Advisors Lp | 253.41K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 235.50K | +0.7% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 208.38K | -19.0% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 200.61K | +76.7% | $974,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 200.61K | +76.7% | $974,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 198.17K | 0.0% | $972,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 141.61K | -53.6% | $688,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 141.61K | -53.6% | $688,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 93.89K | -50.6% | $456,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 93.89K | -50.6% | $456,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 92.02K | +18.0% | $447,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 77.26K | -12.7% | $375,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 75.54K | -7.5% | $367,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 66.03K | -55.7% | $320,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 44.09K | 0.0% | $214,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 41.92K | +10.1% | $203,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 39.05K | Nieuw | $187,808 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mariner, LLC | 30.93K | -45.2% | $150,344 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 30.63K | +16278.6% | $148,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 16.20K | 0.0% | $78,734 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 16.20K | 0.0% | $78,734 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 15.86K | Nieuw | $77,055 | 0.0% | New | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 11.99K | Nieuw | $58,000 | 0.0% | New | 1 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 10.18K | +0.8% | $49,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 8.88K | -6.5% | $43,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 5.48K | +1.6% | $26,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 2.23K | 0.0% | $10,816 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Allspring Global Investments… | $5.63M | 0.0% |
| Wealth Enhancement Advisory… | $187,808 | 0.0% |
| Citadel Advisors | $77,055 | 0.0% |
| Hrt Financial Lp | $58,000 | 0.0% |
Verlaten
| Nomura Holdings Inc | $219,150 | was 0.0% |
| BlackRock | $9,170 | was 0.0% |
| Jones Financial Companies Lllp | $1,206 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 160 houders, 50.53M aandelen, $211.68M 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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