Effectdossier · gearchiveerd kwartaal
KBWP
naam in afwachting van profielverwerking
25Gevolgde houders
0Δ houders
390.18KGehouden aandelen
$49.46MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -23.4% · 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 | 25 | 0 | 390.18K | $49.46M | +4 | −4 |
| Q1 2026 | 25 | +4 | 509.12K | $60.58M | +4 | — |
| Q4 2025 | 21 | 0 | 585.83K | $74.57M | — | — |
| Q3 2025 | 6 | +1 | 216.00K | $26.71M | +1 | — |
| Q2 2025 | 3 | 0 | 31.02K | $3.81M | +1 | −1 |
| Q1 2025 | 2 | -1 | 7.19K | $895,553 | — | −1 |
| Q4 2024 | 3 | +1 | 27.95K | $3.24M | +1 | — |
| Q3 2024 | 2 | 0 | 29.98K | $3.46M | +1 | −1 |
| Q2 2024 | 2 | — | 21.04K | $2.16M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 170.25K | -14.2% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 43.04K | -3.0% | $5.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 36.12K | -41.8% | $4.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 24.50K | +17.0% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 24.50K | +17.0% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 24.50K | +17.0% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 24.50K | +17.0% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 16.01K | +12.4% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 16.01K | +12.4% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 14.00K | -68.1% | $1.77M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 13.85K | -25.6% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 13.01K | +24.2% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 12.60K | -8.5% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.20K | -63.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 10.20K | -63.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 8.94K | -8.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 7.97K | -28.1% | $1.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.07K | +108.6% | $642,993 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 5.07K | +108.6% | $642,993 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 3.18K | 0.0% | $402,859 | 0.0% | Held | 9 | SEC ↗ |
| 21 | Victory Capital Management Inc | 2.71K | Nieuw | $343,172 | 0.0% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 2.28K | -26.9% | $289,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 2.28K | -26.9% | $289,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citigroup Inc | 2.27K | Nieuw | $287,883 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.43K | -4.0% | $180,808 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | UBS Group AG | 910 | -93.5% | $115,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Kayne Anderson Rudnick Investment… | 783 | Nieuw | $99,248 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 700 | 0.0% | $88,736 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 225 | -30.8% | $28,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Blair William & Co/Il | 70 | 0.0% | $8,874 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 63 | +23.5% | $7,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 7 | Nieuw | $889 | 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
| Victory Capital Management Inc | $343,172 | 0.0% |
| Citigroup Inc | $287,883 | 0.0% |
| Kayne Anderson Rudnick… | $99,248 | 0.0% |
| Jones Financial Companies Lllp | $889 | 0.0% |
Verlaten
| Jane Street Group, Llc | $452,725 | was 0.0% |
| Commonwealth Equity Services… | $290,530 | was 0.0% |
| Belvedere Trading LLC | $231,539 | was 0.0% |
| Fifth Third Bancorp | $19,870 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 58 houders, 968.54K aandelen, $114.50M 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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