Effectdossier · gearchiveerd kwartaal
LGLV
naam in afwachting van profielverwerking
43Gevolgde houders
+5Δ houders
3.04MGehouden aandelen
$541.93MGerapporteerde waarde
+6Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.2% ·
aandelenstroom +5.6% ·
netto nieuwe posities +11.6%
— 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 | 36 | -6 | 1.04M | $189.13M | +2 | −8 |
| Q1 2026 | 43 | +5 | 3.04M | $541.93M | +6 | −1 |
| Q4 2025 | 38 | 0 | 2.88M | $506.22M | — | — |
| Q3 2025 | 10 | 0 | 435.87K | $77.66M | — | — |
| Q2 2025 | 7 | +2 | 198.13K | $34.60M | +2 | — |
| Q1 2025 | 3 | 0 | 118.60K | $20.64M | +1 | −1 |
| Q4 2024 | 3 | +1 | 251.14K | $41.49M | +1 | — |
| Q3 2024 | 1 | 0 | 2.38K | $402,090 | — | — |
| Q2 2024 | 1 | — | 10.01K | $1.53M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.78M | -1.1% | $317.72M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 186.34K | +1.3% | $33.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 186.27K | -3.4% | $33.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 186.27K | -3.4% | $33.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 186.27K | -3.4% | $33.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 169.50K | +1.5% | $30.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 114.69K | +3047.4% | $20.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 107.39K | +21.1% | $19.13M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 94.52K | +1.0% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 94.52K | +1.0% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 72.09K | +60.6% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 72.09K | +60.6% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 72.09K | +60.6% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 72.09K | +60.6% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passief) | 51.70K | -4.0% | $9.21M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | First Trust Advisors Lp | 44.89K | Nieuw | $7.99M | 0.0% | New | 1 | SEC ↗ |
| 17 | Sei Investments Co | 25.14K | -5.5% | $4.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 24.05K | +101.3% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 24.05K | +101.3% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 18.17K | +9.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 18.17K | +9.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 18.17K | +9.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 16.89K | +5.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 15.60K | +22.8% | $2.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 14.30K | +14.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 13.82K | -77.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 12.34K | -38.4% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 12.06K | Nieuw | $2.15M | 0.0% | New | 1 | SEC ↗ |
| 29 | Daiwa Securities Group Inc. | 11.80K | +35.2% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 11.35K | +330.8% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 10.32K | -9.4% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mariner, LLC | 10.32K | -9.4% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 9.04K | -10.1% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 5.53K | +95.3% | $969,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 5.09K | -5.7% | $906,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4.61K | 0.0% | $820,728 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.19K | +36.0% | $568,836 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Jane Street Group, Llc | 2.83K | Nieuw | $504,557 | 0.0% | New | 1 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 2.60K | -18.5% | $462,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 2.42K | -70.8% | $430,468 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 2.25K | -4.0% | $401,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 1.92K | -65.1% | $342,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 1.92K | -65.1% | $342,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 1.92K | -65.1% | $342,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 1.87K | +4.7% | $332,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Creative Planning | 1.45K | Nieuw | $258,778 | 0.0% | New | 1 | SEC ↗ |
| 47 | Stifel Financial Corp | 1.30K | -19.4% | $231,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fisher Asset Management ✦ | 1.23K | 0.0% | $218,528 | 0.0% | Held | 5 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 375 | +476.9% | $66,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Fifth Third Bancorp | 258 | Nieuw | $45,950 | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (passief) | 192 | +0.5% | $34,195 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Assetmark, Inc | 110 | 0.0% | $19,591 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 108 | +58.8% | $19,235 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 45 | +181.2% | $8,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Simplex Trading, Llc | 20 | Nieuw | $3,562 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| First Trust Advisors Lp | $7.99M | 0.0% |
| Quantinno Capital Management… | $2.15M | 0.0% |
| Jane Street Group, Llc | $504,557 | 0.0% |
| Creative Planning | $258,778 | 0.0% |
| Fifth Third Bancorp | $45,950 | 0.0% |
| Simplex Trading, Llc | $3,562 | 0.0% |
Verlaten
| Citigroup Inc | $176 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 190 houders, 5.32M aandelen, $943.22M 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: Q1 2026 ·
Methodologie ·
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