Effectdossier · gearchiveerd kwartaal
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39Gevolgde houders
+1Δ houders
26.04MGehouden aandelen
$1.27BGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom -0.4% ·
netto nieuwe posities +2.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 142.68K | $6.97M | n/a | n/a |
| Q2 2026 | 33 | -4 | 24.69M | $1.25B | n/a | −5 |
| Q1 2026 | 39 | +1 | 26.04M | $1.27B | +5 | −4 |
| Q4 2025 | 38 | 0 | 26.14M | $1.29B | n/a | n/a |
| Q3 2025 | 4 | -1 | 5.89M | $290.63M | n/a | −1 |
| Q2 2025 | 3 | 0 | 36.51K | $1.79M | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.47K | $1.59M | n/a | n/a |
| Q4 2024 | 1 | -1 | 29.90K | $1.50M | n/a | −1 |
| Q3 2024 | 2 | 0 | 47.87K | $2.61M | n/a | n/a |
| Q2 2024 | 2 | n/a | 55.72K | $2.81M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.56M | -2.5% | $270.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.46M | +1.8% | $266.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 3.21M | -5.7% | $156.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 2.29M | +6.2% | $111.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 2.08M | -1.5% | $101.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 1.34M | +2.0% | $65.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 1.20M | +0.5% | $58.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.19M | +0.1% | $57.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Cetera Investment Advisers | 1.07M | +0.6% | $52.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 436.74K | -25.9% | $21.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 397.01K | -2.9% | $19.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 389.40K | +2.0% | $18.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 324.61K | +6.8% | $15.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 186.57K | -25.4% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 174.27K | +22.6% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 122.95K | +16.7% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 94.83K | -0.4% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 79.41K | +447.8% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 75.14K | -1.3% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Focus Partners Wealth | 62.09K | +7.9% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citigroup Inc | 60.89K | Nieuw | $2.97M | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 33.55K | -1.3% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 32.49K | +3.3% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Captrust Financial Advisors | 28.19K | +10.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 26.99K | +6563.7% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | First Trust Advisors Lp | 26.27K | +33.8% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 19.22K | +136.4% | $936,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 19.41K | +71781.5% | $934,109 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Citadel Advisors ✦ | 11.39K | -59.8% | $554,953 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 8.88K | Nieuw | $432,646 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Creative Planning | 7.03K | Nieuw | $342,217 | 0.0% | New | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 6.10K | Nieuw | $297,131 | 0.0% | New | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.08K | -12.1% | $247,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 4.39K | -54.9% | $207,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 4.14K | -0.2% | $201,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 500 | 0.0% | $24,355 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 389 | 0.0% | $18,949 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 52 | -11.9% | $2,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 41 | Nieuw | $1,997 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citigroup Inc | $2.97M | 0.0% |
| Bank of New York Mellon Corp | $432,646 | 0.0% |
| Creative Planning | $342,217 | 0.0% |
| Renaissance Technologies | $297,131 | 0.0% |
| UBS AM, a distinct business… | $1,997 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $1.77M | was 0.0% |
| Ameriprise Financial Inc | $425,786 | was 0.0% |
| Hrt Financial Lp | $384,000 | was 0.0% |
| Assetmark, Inc | $197 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 300 houders, 38.55M aandelen, $1.82B 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: Q1 2026 ·
Methodologie ·
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