Effectdossier · gearchiveerd kwartaal
LEO
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
3.96MGehouden aandelen
$25.59MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.9% · netto nieuwe posities 0.0% — formule
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 | 29 | 0 | 3.96M | $25.59M | +4 | −4 |
| Q1 2026 | 30 | -2 | 3.89M | $24.47M | +2 | −4 |
| Q4 2025 | 32 | 0 | 4.12M | $26.20M | — | — |
| Q3 2025 | 2 | 0 | 577.14K | $3.61M | — | — |
| Q2 2025 | 1 | +1 | 23.75K | $140,618 | +1 | — |
| Q3 2024 | 1 | 0 | 14.63K | $95,228 | — | — |
| Q2 2024 | 1 | — | 14.99K | $91,745 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.13M | +13.0% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.13M | +13.0% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Allspring Global Investments… | 527.75K | 0.0% | $3.41M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Capstone Investment Advisors, Llc | 379.87K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 317.34K | +27.7% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 252.35K | -9.7% | $1.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 252.35K | -9.7% | $1.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 220.68K | -2.3% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 162.81K | +0.9% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Toronto Dominion Bank | 134.63K | +10.7% | $869,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 106.65K | -45.7% | $688,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 106.65K | -45.7% | $688,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 100.72K | -38.1% | $650,625 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 62.49K | +3.7% | $403,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 56.38K | +0.3% | $364,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Nuveen, LLC | 51.50K | 0.0% | $332,709 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 43.40K | Nieuw | $280,384 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.40K | Nieuw | $280,384 | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 36.05K | +0.2% | $232,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 32.69K | +12.6% | $211,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 32.69K | +12.6% | $211,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 25.00K | 0.0% | $161,500 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 22.27K | 0.0% | $143,881 | 0.0% | Held | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 22.23K | -33.2% | $143,612 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 18.95K | +0.6% | $122,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 17.80K | Nieuw | $115,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 17.33K | +20.2% | $111,978 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 14.58K | -0.7% | $94,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 12.18K | Nieuw | $78,709 | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 10.80K | 0.0% | $69,750 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 5.50K | 0.0% | $35,530 | 0.0% | Held | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.09K | Nieuw | $26,553 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 3.01K | 0.0% | $19,432 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $280,384 | 0.0% |
| Jane Street Group, Llc | $280,384 | 0.0% |
| Royal Bank Of Canada | $115,000 | 0.0% |
| Bank Of Montreal /Can/ | $78,709 | 0.0% |
| JPMorgan Chase | $26,553 | 0.0% |
Verlaten
| Nomura Holdings Inc | $125,800 | was 0.0% |
| Susquehanna International… | $111,887 | was 0.0% |
| Mercer Global Advisors Inc… | $63,846 | was 0.0% |
| Pnc Financial Services Group… | $19 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 96 houders, 29.01M aandelen, $162.30M 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: Q2 2026 ·
Methodologie ·
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