Effectdossier
JSI
naam in afwachting van profielverwerking
30Gevolgde houders
0Δ houders
11.42MGehouden aandelen
$585.07MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +8.6% · netto nieuwe posities 0.0% — formule
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 | 30 | 0 | 11.42M | $585.07M | +3 | −3 |
| Q1 2026 | 32 | +3 | 10.60M | $545.95M | +5 | −2 |
| Q4 2025 | 29 | 0 | 9.71M | $504.19M | — | — |
| Q3 2025 | 4 | +1 | 192.74K | $10.07M | +1 | — |
| Q1 2025 | 1 | +1 | 104.81K | $5.49M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 2.25M | +8.4% | $115.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.02M | +10.5% | $52.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 817.68K | +8.6% | $41.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 817.68K | +8.6% | $41.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 738.62K | -8.0% | $37.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 736.29K | +3.9% | $37.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 559.72K | +26.5% | $28.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Corient Private Wealth LP | 372.25K | +66.1% | $19.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 308.88K | -0.2% | $15.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 308.88K | -0.2% | $15.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 282.60K | +3.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 263.12K | +280.4% | $13.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Jane Street Group, Llc | 202.41K | +360.0% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 175.17K | -14.6% | $8.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 172.24K | +14.0% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 87.81K | +428.7% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 87.81K | +428.7% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 61.05K | +1.2% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 59.06K | +232.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 49.36K | -8.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 49.36K | -8.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 10.36K | -11.1% | $530,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 6.28K | -6.4% | $321,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 5.86K | -1.3% | $299,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 4.61K | -87.9% | $236,129 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.22K | Nieuw | $216,311 | 0.0% | New | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 4.06K | Nieuw | $208,026 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.73K | Nieuw | $89,349 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 395 | 0.0% | $20,228 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 211 | -3.2% | $10,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 70 | 0.0% | $3,585 | 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
| Rockefeller Capital… | $216,311 | 0.0% |
| AQR Capital Management | $208,026 | 0.0% |
| JPMorgan Chase | $89,349 | 0.0% |
Verlaten
| Mariner, LLC | $838,962 | was 0.0% |
| Hrt Financial Lp | $352,000 | was 0.0% |
| Quantinno Capital Management… | $214,345 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 153 houders, 24.94M aandelen, $1.23B 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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