Effectdossier · gearchiveerd kwartaal
JVAL
naam in afwachting van profielverwerking
28Gevolgde houders
-1Δ houders
5.81MGehouden aandelen
$283.27MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.4% ·
aandelenstroom +10.0% ·
netto nieuwe posities -3.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.49M | +87.3% | $72.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 1.20M | +1.2% | $58.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 644.06K | -1.4% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 175.95K | -64.9% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 175.00K | -0.1% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 154.44K | -8.9% | $7.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 128.60K | +22.7% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 38.80K | -0.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 27.01K | Nieuw | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 21.56K | -46.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 21.14K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 21.14K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 20.53K | 0.0% | $1.00M | 0.0% | Held | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 16.68K | +94.8% | $815,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 10.25K | -87.7% | $500,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.73K | +14.4% | $231,241 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Fifth Third Bancorp | 2.87K | Nieuw | $140,033 | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 1.04K | -12.2% | $50,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 961 | 0.0% | $46,954 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS Group AG | 301 | -67.7% | $14,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Simplex Trading, Llc | 35 | Nieuw | $1,710 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.32M | 0.0% |
| Fifth Third Bancorp | $140,033 | 0.0% |
| Simplex Trading, Llc | $1,710 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $256,501 | was 0.0% |
| Wells Fargo & Company/Mn | $19,976 | was 0.0% |
| Russell Investments Group… | $883 | was 0.0% |
| Citigroup Inc | $49 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 152 houders, 10.32M aandelen, $481.51M 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: Q1 2026 ·
Methodologie ·
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