Effectdossier
LPA
naam in afwachting van profielverwerking
17Gevolgde houders
-4Δ houders
577.30KGehouden aandelen
$1.94MGerapporteerde waarde
+5Nieuwe posities
−9Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -19.0% ·
aandelenstroom -12.6% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
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 | 17 | -4 | 577.30K | $1.94M | +5 | −9 |
| Q1 2026 | 22 | -3 | 661.02K | $2.18M | — | −3 |
| Q4 2025 | 26 | 0 | 674.66K | $1.84M | — | — |
| Q3 2025 | 7 | -1 | 138.61K | $645,912 | — | −1 |
| Q2 2025 | 6 | +2 | 129.83K | $886,759 | +3 | −1 |
| Q1 2025 | 1 | +1 | 13.52K | $120,634 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 243.96K | +4.5% | $819,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 243.96K | +4.5% | $819,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 168.00K | Nieuw | $564,494 | 0.0% | New | 1 | SEC ↗ |
| 9 | Hrt Financial Lp | 44.99K | Nieuw | $151,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 32.90K | +38.2% | $110,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 24.54K | Nieuw | $82,461 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.93K | Nieuw | $56,875 | 0.0% | New | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 14.51K | -73.3% | $48,761 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 14.51K | -73.3% | $48,761 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 12.32K | Nieuw | $41,392 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 9.55K | +5.4% | $32,075 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Citigroup Inc | 1.87K | +1045.4% | $6,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 1.75K | -33.7% | $5,863 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.60K | +10.3% | $5,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.60K | +10.3% | $5,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.60K | +10.3% | $5,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rhumbline Advisers | 1.43K | -67.4% | $4,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.05K | -28.0% | $3,640 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.05K | -28.0% | $3,640 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 824 | -92.8% | $2,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 824 | -92.8% | $2,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 824 | -92.8% | $2,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 824 | -92.8% | $2,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | UBS Group AG | 677 | -97.3% | $2,275 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 677 | -97.3% | $2,275 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Barclays Plc | 403 | -69.6% | $1,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $564,494 | 0.0% |
| AQR Capital Management | $564,494 | 0.0% |
| AQR Capital Management | $564,494 | 0.0% |
| AQR Capital Management | $564,494 | 0.0% |
| AQR Capital Management | $564,494 | 0.0% |
| AQR Capital Management | $564,494 | 0.0% |
| Hrt Financial Lp | $151,000 | 0.0% |
| Millennium Management | $82,461 | 0.0% |
| Citadel Advisors | $56,875 | 0.0% |
| Point72 Asset Management | $41,392 | 0.0% |
Verlaten
| State Street Global Advisors | $668,366 | was 0.0% |
| Geode Capital Management | $135,455 | was 0.0% |
| Northern Trust Corp | $71,165 | was 0.0% |
| Bank of New York Mellon Corp | $38,884 | was 0.0% |
| New York State Common… | $38,052 | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $5,029 | was 0.0% |
| Wells Fargo & Company/Mn | $3,934 | was 0.0% |
| Legal & General Group Plc | $1,061 | was 0.0% |
| Royal Bank Of Canada | $1,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 41 houders, 686.00K aandelen, $2.26M 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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