Effectdossier · gearchiveerd kwartaal
LQDH
naam in afwachting van profielverwerking
31Gevolgde houders
+3Δ houders
1.63MGehouden aandelen
$150.06MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.7% ·
aandelenstroom -18.5% ·
netto nieuwe posities +9.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 29 | -2 | 1.69M | $157.66M | +4 | −6 |
| Q1 2026 | 31 | +3 | 1.63M | $150.06M | +5 | −2 |
| Q4 2025 | 28 | +1 | 1.99M | $186.10M | +1 | — |
| Q3 2025 | 4 | 0 | 122.09K | $11.42M | +1 | −1 |
| Q2 2025 | 2 | 0 | 6.58K | $607,530 | — | — |
| Q1 2025 | 1 | 0 | 59.85K | $5.52M | — | — |
| Q4 2024 | 1 | 0 | 29.63K | $2.75M | — | — |
| Q3 2024 | 1 | 0 | 18.74K | $1.74M | — | — |
| Q2 2024 | 1 | — | 29.47K | $2.74M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 365.90K | -7.1% | $33.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 292.86K | +3.7% | $27.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 292.86K | +3.7% | $27.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 221.72K | +122.9% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 221.72K | +122.9% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 188.34K | -54.2% | $17.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 68.40K | -10.5% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 68.40K | -10.5% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 62.68K | -62.6% | $5.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 59.86K | Nieuw | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 56.26K | -1.9% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 56.26K | -1.9% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 51.43K | -62.7% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 42.57K | -2.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 41.95K | +1.9% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 26.99K | +10.8% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 26.87K | -3.8% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 26.87K | -3.8% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 26.87K | -3.8% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 21.23K | +95.2% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 20.87K | +7.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 18.99K | Nieuw | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 15.65K | -5.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 14.45K | -53.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 7.67K | -83.5% | $708,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 7.67K | -83.5% | $708,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 4.42K | -87.2% | $407,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 3.29K | -15.9% | $303,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 2.70K | Nieuw | $249,041 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 2.28K | Nieuw | $210,791 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.23K | -89.0% | $204,564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.23K | -89.0% | $204,564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 2.19K | -85.7% | $202,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 1.57K | -93.7% | $145,436 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 840 | -58.0% | $77,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 589 | -16.4% | $54,388 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 589 | -16.4% | $54,388 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 157 | +153.2% | $14,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 111 | Nieuw | $10,250 | 0.0% | New | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 72 | -71.5% | $6,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 72 | -71.5% | $6,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $5.53M | 0.0% |
| Hrt Financial Lp | $1.75M | 0.0% |
| Creative Planning | $249,041 | 0.0% |
| HighTower Advisors, LLC | $210,791 | 0.0% |
| UBS AM, a distinct business… | $10,250 | 0.0% |
Verlaten
| Commonwealth Equity Services… | $272,270 | was 0.0% |
| Fidelity (FMR) | $7,468 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 101 houders, 3.31M aandelen, $297.13M 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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