Effectdossier · gearchiveerd kwartaal
LSGR
naam in afwachting van profielverwerking
24Gevolgde houders
0Δ houders
16.27MGehouden aandelen
$685.27MGerapporteerde waarde
+6Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +9.5% · 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 | 24 | 0 | 16.27M | $685.27M | +6 | −6 |
| Q1 2026 | 24 | +7 | 14.86M | $585.29M | +7 | — |
| Q4 2025 | 17 | -1 | 12.13M | $542.79M | — | −1 |
| Q3 2025 | 1 | +1 | 8.58K | $380,905 | +1 | — |
| Q2 2024 | 1 | — | 8.25K | $280,211 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Loomis Sayles & Co L P | 8.09M | +8.0% | $340.73M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 8.09M | +8.0% | $340.73M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 2.33M | +4.6% | $98.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 412.29K | 0.0% | $17.37M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 226.25K | +4.8% | $9.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 225.99K | 0.0% | $9.52M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 205.31K | +638.5% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 119.80K | +9.5% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 111.24K | +12.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 18.28K | +1724.5% | $770,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 14.77K | Nieuw | $622,386 | 0.0% | New | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 14.33K | -2.9% | $603,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 7.05K | -14.1% | $296,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 6.33K | Nieuw | $266,725 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.78K | -77.8% | $243,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 5.40K | Nieuw | $227,348 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 3.69K | Nieuw | $155,587 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 3.69K | Nieuw | $155,587 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 2.00K | 0.0% | $84,260 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 621 | Nieuw | $26,113 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 571 | 0.0% | $24,056 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 100 | Nieuw | $4,213 | 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
| Citadel Advisors | $622,386 | 0.0% |
| Goldman Sachs Group | $266,725 | 0.0% |
| HighTower Advisors, LLC | $227,348 | 0.0% |
| UBS Group AG | $155,587 | 0.0% |
| UBS Group AG | $155,587 | 0.0% |
| JPMorgan Chase | $26,113 | 0.0% |
| Morgan Stanley | $4,213 | 0.0% |
Verlaten
| Mariner, LLC | $10.16M | was 0.0% |
| Susquehanna International… | $712,289 | was 0.0% |
| D. E. Shaw & Co. | $282,229 | was 0.0% |
| Royal Bank Of Canada | $207,000 | was 0.0% |
| National Bank Of Canada /Fi/ | $17,856 | was 0.0% |
| Jones Financial Companies Lllp | $5,827 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 17.15M aandelen, $675.46M 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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