Effectdossier · gearchiveerd kwartaal
LAKE
naam in afwachting van profielverwerking
40Gevolgde houders
+2Δ houders
2.80MGehouden aandelen
$22.92MGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +4.0% ·
netto nieuwe posities +5.0%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 35 | -4 | 2.32M | $24.80M | +7 | −11 |
| Q1 2026 | 40 | +2 | 2.80M | $22.92M | +5 | −3 |
| Q4 2025 | 38 | -3 | 2.79M | $24.70M | n/a | −3 |
| Q3 2025 | 11 | 0 | 1.98M | $29.34M | +1 | −1 |
| Q2 2025 | 8 | -1 | 1.84M | $25.07M | n/a | −1 |
| Q1 2025 | 6 | +1 | 802.99K | $16.31M | +1 | n/a |
| Q4 2024 | 5 | 0 | 588.00K | $15.02M | n/a | n/a |
| Q3 2024 | 4 | +1 | 594.62K | $11.95M | +1 | n/a |
| Q2 2024 | 3 | n/a | 597.82K | $13.71M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 556.44K | -0.9% | $4.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Vanguard Capital Management Llc | 391.30K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 329.14K | -23.5% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 268.90K | +97.6% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | Geode Capital Management ✦ (passief) | 228.07K | +4.9% | $1.87M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 200.40K | -14.3% | $1.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passief) | 133.30K | +1.1% | $1.09M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | UBS Group AG | 114.65K | +32.3% | $938,992 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 85.20K | +7.6% | $697,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 75.11K | +2.0% | $615,124 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Northern Trust Corp | 64.56K | +9.2% | $528,730 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Bnp Paribas Financial Markets | 63.66K | +51.0% | $521,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 53.53K | +17.3% | $438,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 42.26K | Nieuw | $346,101 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Nuveen, LLC | 22.66K | +90.9% | $185,569 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Invesco Ltd. | 21.78K | +8.3% | $178,355 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Bank Of America Corp /De/ | 19.17K | +173.9% | $156,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Charles Schwab Investment… | 18.34K | -30.2% | $150,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Franklin Resources Inc | 16.30K | -8.6% | $133,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | American Century Companies Inc | 15.72K | -0.3% | $128,755 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 12.32K | Nieuw | $100,899 | 0.0% | New | 1 | SEC ↗ ×7 |
| 22 | Rhumbline Advisers | 11.44K | -3.2% | $93,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Sei Investments Co | 10.79K | Nieuw | $88,354 | 0.0% | New | 1 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 7.12K | Nieuw | $58,346 | 0.0% | New | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 5.79K | +493.7% | $47,412 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | New York State Common Retirement… | 5.09K | 0.0% | $41,728 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Daiwa Securities Group Inc. | 5.00K | Nieuw | $40,950 | 0.0% | New | 1 | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.03K | +2.6% | $33,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.87K | +9.3% | $30,162 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Wells Fargo & Company/Mn | 3.31K | -65.2% | $27,117 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Simplex Trading, Llc | 3.12K | +140.6% | $25,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.03K | +350.7% | $16,609 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Barclays Plc | 1.98K | -85.1% | $16,241 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Legal & General Group Plc | 824 | 0.0% | $6,749 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 577 | +1597.1% | $4,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 454 | +696.5% | $3,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 417 | -16.9% | $3,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 407 | -90.7% | $3,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 103 | -88.6% | $844 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 9 | -99.5% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $346,101 | 0.0% |
| AQR Capital Management | $100,899 | 0.0% |
| Sei Investments Co | $88,354 | 0.0% |
| Deutsche Bank Ag\ | $58,346 | 0.0% |
| Daiwa Securities Group Inc. | $40,950 | 0.0% |
Verlaten
| LPL Financial LLC | $405,657 | was 0.0% |
| California State Teachers… | $4,606 | was 0.0% |
| Northwestern Mutual Wealth… | $1,494 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 70 houders, 6.99M aandelen, $57.23M 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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