Effectdossier · gearchiveerd kwartaal
LPL
naam in afwachting van profielverwerking
55Gevolgde houders
+3Δ houders
69.65MGehouden aandelen
$270.96MGerapporteerde waarde
+7Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +3.6%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 | 55 | +3 | 69.65M | $270.96M | +7 | −5 |
| Q1 2026 | 54 | +6 | 39.08M | $151.58M | +8 | −2 |
| Q4 2025 | 47 | +1 | 28.21M | $118.76M | +1 | — |
| Q3 2025 | 14 | +3 | 13.96M | $72.88M | +3 | — |
| Q2 2025 | 8 | +4 | 1.03M | $3.53M | +5 | −1 |
| Q1 2025 | 2 | -3 | 737.30K | $2.29M | — | −3 |
| Q4 2024 | 5 | -1 | 774.07K | $2.38M | +1 | −2 |
| Q3 2024 | 5 | +1 | 343.09K | $1.39M | +1 | — |
| Q2 2024 | 4 | — | 494.59K | $2.04M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 20.30M | +34.1% | $78.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 18.84M | +350.2% | $73.29M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | Creative Planning | 3.27M | +260.2% | $12.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | American Century Companies Inc | 2.95M | +10.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 2.93M | +119.6% | $11.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 2.81M | -16.0% | $10.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Marshall Wace ✦ | 2.74M | +119.6% | $10.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 8 | UBS Group AG | 2.31M | +460.7% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | D. E. Shaw & Co. ✦ | 1.64M | +92.0% | $6.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 1.49M | +58.1% | $5.79M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Connor, Clark & Lunn Investment… | 1.29M | -29.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 1.17M | +3449.1% | $4.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 852.93K | -0.1% | $3.32M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Rhumbline Advisers | 626.76K | +60.8% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 597.52K | +25.1% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 559.18K | +217.0% | $2.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Cerity Partners LLC | 492.28K | +46.4% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Pnc Financial Services Group, Inc. | 446.45K | +39.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Fidelity (FMR) ✦ | 430.74K | +51.4% | $1.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 20 | Mariner, LLC | 419.34K | +12.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 384.09K | +197.9% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 347.99K | +129.8% | $1.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 23 | Us Bancorp \De\ | 340.60K | +321.9% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Simplex Trading, Llc | 339.83K | +12.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 259.80K | -19.6% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | First Trust Advisors Lp | 258.66K | +12.6% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 207.11K | Nieuw | $805,646 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Group One Trading Llc | 178.90K | +24.5% | $695,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 134.47K | +111.3% | $523,090 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | Bnp Paribas Financial Markets | 117.59K | +131.7% | $457,429 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 108.77K | +1747.4% | $423,127 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Bank Of America Corp /De/ | 106.27K | +386.6% | $413,387 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Osaic Holdings, Inc. | 101.50K | +66.7% | $394,842 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Northern Trust Corp | 94.29K | +4.5% | $366,800 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Bank Of Montreal /Can/ | 84.63K | +522.5% | $329,218 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Mercer Global Advisors Inc /Adv | 73.25K | +453.9% | $284,963 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Sei Investments Co | 71.17K | +27.6% | $276,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Schroder Investment Management Group | 46.99K | -9.8% | $186,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 32.30K | +25.9% | $128,231 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | IMC-Chicago, LLC | 32.72K | Nieuw | $127,285 | 0.0% | New | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 29.34K | +74.8% | $114,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Commonwealth Equity Services, Llc | 27.19K | -2.2% | $105,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 17.20K | 0.0% | $66,920 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 15.89K | +6.8% | $61,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cetera Investment Advisers | 15.12K | +3.7% | $58,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Allspring Global Investments… | 15.49K | +35.1% | $56,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Nuveen, LLC | 12.29K | Nieuw | $47,797 | 0.0% | New | 1 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 10.18K | Nieuw | $39,612 | 0.0% | New | 1 | SEC ↗ |
| 49 | Peak6 Llc | 6.18K | Nieuw | $24,025 | 0.0% | New | 1 | SEC ↗ |
| 50 | Barclays Plc | 4.47K | -99.1% | $17,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 1.41K | 0.0% | $5,500 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 601 | Nieuw | $2,338 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 320 | +27.5% | $1,246 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Assetmark, Inc | 270 | -1.1% | $1,050 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 55 | Nieuw | $213 | 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
| Jane Street Group, Llc | $805,646 | 0.0% |
| IMC-Chicago, LLC | $127,285 | 0.0% |
| Nuveen, LLC | $47,797 | 0.0% |
| Envestnet Asset Management Inc | $39,612 | 0.0% |
| Peak6 Llc | $24,025 | 0.0% |
| Deutsche Bank Ag\ | $2,338 | 0.0% |
| National Bank Of Canada /Fi/ | $213 | 0.0% |
Verlaten
| Qube Research & Technologies… | $1.67M | was 0.0% |
| Susquehanna International… | $279,275 | was 0.0% |
| HighTower Advisors, LLC | $182,178 | was 0.0% |
| Jones Financial Companies Lllp | $5,987 | was 0.0% |
| Royal Bank Of Canada | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 156 houders, 43.83M aandelen, $169.45M 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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