Effectdossier · gearchiveerd kwartaal
KIE
naam in afwachting van profielverwerking
49Gevolgde houders
+8Δ houders
5.21MGehouden aandelen
$317.64MGerapporteerde waarde
+8Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +19.5% ·
aandelenstroom -24.6% ·
netto nieuwe posities +16.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 49 | +8 | 5.21M | $317.64M | +8 | n/a |
| Q1 2026 | 42 | -3 | 6.91M | $379.44M | +3 | −6 |
| Q4 2025 | 45 | +1 | 5.93M | $356.33M | +2 | −1 |
| Q3 2025 | 9 | 0 | 6.28M | $372.43M | +2 | −2 |
| Q2 2025 | 6 | +1 | 1.19M | $70.97M | +2 | −1 |
| Q1 2025 | 4 | 0 | 189.85K | $11.49M | +1 | −1 |
| Q4 2024 | 4 | 0 | 463.92K | $26.22M | n/a | n/a |
| Q3 2024 | 4 | -1 | 702.86K | $39.89M | n/a | −1 |
| Q2 2024 | 5 | n/a | 205.99K | $10.26M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.66M | +21.7% | $100.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 882.19K | +4.2% | $53.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 3 | UBS Group AG | 520.55K | +41.0% | $31.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Citigroup Inc | 272.20K | -63.3% | $16.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 247.89K | -55.1% | $15.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | LPL Financial LLC | 228.00K | -32.2% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 200.45K | -66.7% | $12.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 165.70K | -52.6% | $10.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 157.63K | +39.4% | $9.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | Barclays Plc | 119.84K | -59.3% | $7.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 106.71K | Nieuw | $6.51M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 73.17K | +18.9% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 71.74K | -6.7% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 70.59K | +18.4% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 60.33K | +5.2% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 46.46K | -4.1% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 43.03K | -94.6% | $2.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 18 | Royal Bank Of Canada | 39.45K | -0.9% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 23.19K | -0.2% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 22.23K | -0.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | IMC-Chicago, LLC | 21.85K | Nieuw | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 21.65K | +3.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Osaic Holdings, Inc. | 19.00K | -13.2% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Fidelity (FMR) ✦ | 15.96K | -0.4% | $973,398 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 25 | Cetera Investment Advisers | 15.74K | -1.6% | $959,956 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 14.45K | Nieuw | $881,248 | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 12.81K | -7.6% | $781,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Neuberger Berman Group LLC | 12.00K | 0.0% | $731,880 | 0.0% | Held | 3 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 11.07K | -12.0% | $674,915 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 9.65K | -3.3% | $588,892 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 8.33K | -6.0% | $508,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 6.54K | -7.8% | $399,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 4.42K | Nieuw | $269,515 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Blair William & Co/Il | 4.33K | 0.0% | $264,026 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 3.81K | -12.6% | $232,616 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Cerity Partners LLC | 3.80K | Nieuw | $231,504 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 3.78K | -1.9% | $230,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.47K | -4.9% | $211,723 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 39 | BlackRock ✦ (passief) | 3.33K | 0.0% | $203,280 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Kayne Anderson Rudnick Investment… | 1.16K | Nieuw | $70,507 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 797 | -53.2% | $48,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Belvedere Trading LLC | 672 | Nieuw | $40,985 | 0.0% | New | 1 | SEC ↗ |
| 43 | Allspring Global Investments… | 484 | Nieuw | $30,676 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 418 | -57.2% | $25,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Assetmark, Inc | 390 | +34.5% | $23,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 384 | -3.3% | $23,420 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 360 | -0.3% | $21,956 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 52 | -22.4% | $3,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Toronto Dominion Bank | 8 | 0.0% | $488 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $6.51M | 0.0% |
| IMC-Chicago, LLC | $1.33M | 0.0% |
| Focus Partners Wealth | $881,248 | 0.0% |
| Baird Financial Group, Inc. | $269,515 | 0.0% |
| Cerity Partners LLC | $231,504 | 0.0% |
| Kayne Anderson Rudnick… | $70,507 | 0.0% |
| Belvedere Trading LLC | $40,985 | 0.0% |
| Allspring Global Investments… | $30,676 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 7.92M aandelen, $431.31M 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 het vaakst nog meer 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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