LEO
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -6.2% ·
flux d'actions -5.6% ·
nouvelles positions nettes -6.7%
· formule
Distribution large : baisse des positions et réduction du nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 3.94M | $25.44M | +4 | −5 |
| Q1 2026 | 30 | -2 | 3.89M | $24.47M | +2 | −4 |
| Q4 2025 | 32 | 0 | 4.12M | $26.20M | n/a | n/a |
| Q3 2025 | 2 | 0 | 577.14K | $3.61M | n/a | n/a |
| Q2 2025 | 1 | +1 | 23.75K | $140,618 | +1 | n/a |
| Q3 2024 | 1 | 0 | 14.63K | $95,228 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.99K | $91,745 | n/a | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.00M | +4.9% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Allspring Global Investments… | 527.75K | +8.3% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 379.87K | 0.0% | $2.39M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 279.39K | -50.6% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 248.56K | +32.0% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 225.90K | +0.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 196.25K | +0.3% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 162.62K | -20.9% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 161.36K | -4.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.21K | -1.0% | $957,398 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Toronto Dominion Bank | 121.63K | Nouveau | $765,053 | 0.0% | New | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 60.25K | +5.4% | $378,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 56.23K | +0.1% | $353,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Nuveen, LLC | 51.50K | 0.0% | $323,954 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 35.96K | +0.1% | $226,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 33.29K | -36.8% | $209,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.04K | -4.5% | $182,656 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 25.00K | 0.0% | $157,250 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 22.27K | -50.0% | $140,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nomura Holdings Inc | 20.00K | -17.9% | $125,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 18.85K | -0.7% | $118,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 17.79K | -2.2% | $111,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 14.68K | +6.0% | $92,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 14.42K | -20.6% | $90,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 10.80K | -4.2% | $67,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 10.15K | Nouveau | $63,846 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 5.50K | 0.0% | $34,595 | 0.0% | Held | 2 | SEC ↗ |
| 28 | UBS Group AG | 3.01K | -49.8% | $18,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 2.65K | 0.0% | $16,694 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3 | 0.0% | $19 | 0.0% | Held | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Toronto Dominion Bank | $765,053 | 0.0% |
| Mercer Global Advisors Inc… | $63,846 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $526,354 | était 0.0% |
| Royal Bank Of Canada | $170,000 | était 0.0% |
| Citadel Advisors | $77,541 | était 0.0% |
| Northwestern Mutual Wealth… | $7,632 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 96 détenteurs, 29.01M actions, $162.30M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.