Effectdossier · gearchiveerd kwartaal
KG
naam in afwachting van profielverwerking
26Gevolgde houders
-1Δ houders
950.06KGehouden aandelen
$10.26MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +4.9% ·
netto nieuwe posities -3.8%
— 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 | 21 | -4 | 801.17K | $7.21M | +2 | −6 |
| Q1 2026 | 26 | -1 | 950.06K | $10.26M | +3 | −4 |
| Q4 2025 | 27 | -1 | 961.38K | $9.84M | — | −1 |
| Q3 2025 | 9 | 0 | 777.39K | $21.23M | +1 | −1 |
| Q2 2025 | 7 | +4 | 561.58K | $14.89M | +4 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 281.45K | +0.3% | $3.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 281.45K | +0.3% | $3.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 281.45K | +0.3% | $3.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 281.45K | +0.3% | $3.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 281.45K | +0.3% | $3.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 261.80K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 117.16K | +4.3% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 117.16K | +4.3% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 80.75K | -6.8% | $872,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 80.75K | -6.8% | $872,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 80.75K | -6.8% | $872,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 80.75K | -6.8% | $872,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 65.78K | +1.9% | $710,413 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 63.48K | +2032.4% | $685,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 63.48K | +2032.4% | $685,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 63.48K | +2032.4% | $685,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 63.48K | +2032.4% | $685,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 63.48K | +2032.4% | $685,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 27.75K | +5.9% | $299,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 27.75K | +5.9% | $299,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 18.03K | -33.6% | $194,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 10.50K | Nieuw | $113,368 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 9.11K | -29.3% | $98,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 9.11K | -29.3% | $98,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 9.11K | -29.3% | $98,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.52K | +176.0% | $27,248 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Rhumbline Advisers | 2.32K | +2.4% | $25,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.77K | +56.2% | $19,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.77K | +56.2% | $19,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.77K | +56.2% | $19,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 1.58K | Nieuw | $17,118 | 0.0% | New | 1 | SEC ↗ |
| 37 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.33K | +2.6% | $14,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | New York State Common Retirement… | 1.18K | 0.0% | $12,733 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 992 | -66.6% | $10,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 774 | +104.2% | $8,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 774 | +104.2% | $8,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 774 | +104.2% | $8,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 657 | +4.8% | $7,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Barclays Plc | 516 | -87.8% | $5,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Barclays Plc | 516 | -87.8% | $5,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Legal & General Group Plc | 300 | -11.8% | $3,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Citigroup Inc | 138 | +126.2% | $1,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Citigroup Inc | 138 | +126.2% | $1,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 75 | 0.0% | $794 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Cwm, Llc | 44 | +266.7% | $475 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 24 | Nieuw | $259 | 0.0% | New | 1 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 6 | 0.0% | $64 | 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
| Creative Planning | $113,368 | 0.0% |
| Deutsche Bank Ag\ | $17,118 | 0.0% |
| Pnc Financial Services Group… | $259 | 0.0% |
Verlaten
| Renaissance Technologies | $129,516 | was 0.0% |
| Bank Of America Corp /De/ | $23,184 | was 0.0% |
| California State Teachers… | $1,690 | was 0.0% |
| Group One Trading Llc | $51 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 1.20M aandelen, $12.94M 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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