Effectdossier
LVHD
naam in afwachting van profielverwerking
36Gevolgde houders
0Δ houders
4.96MGehouden aandelen
$218.55MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -8.4% · 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 | 36 | 0 | 4.96M | $218.55M | +2 | −2 |
| Q1 2026 | 37 | +4 | 5.45M | $232.12M | +6 | −2 |
| Q4 2025 | 33 | 0 | 5.38M | $214.52M | — | — |
| Q3 2025 | 5 | +1 | 1.25M | $51.71M | +1 | — |
| Q2 2025 | 1 | — | 1.80K | $71,879 | — | — |
| Q4 2024 | 1 | 0 | 16.23K | $622,775 | — | — |
| Q3 2024 | 1 | 0 | 44.62K | $1.82M | — | — |
| Q2 2024 | 1 | — | 26.76K | $958,582 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 992.54K | -1.5% | $43.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 992.54K | -1.5% | $43.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 992.54K | -1.5% | $43.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 764.16K | +2.7% | $33.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 613.81K | +1.9% | $27.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 613.81K | +1.9% | $27.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 434.36K | +2.7% | $19.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Financial Engines Advisors L.L.C. | 380.00K | -60.7% | $16.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 273.90K | +5.9% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 273.90K | +5.9% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 211.19K | -3.7% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 211.19K | -3.7% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 180.17K | -1.8% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 175.21K | +20.5% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 175.21K | +20.5% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 175.21K | +20.5% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 175.21K | +20.5% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 126.00K | -9.6% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 114.53K | +15.8% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citigroup Inc | 108.17K | +57.7% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Tidal Investments LLC | 106.21K | Nieuw | $4.67M | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 90.45K | -4.2% | $3.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 52.03K | +0.8% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 51.21K | +4.0% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 48.47K | +82.4% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 44.43K | -37.0% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 44.36K | -9.8% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 44.36K | -9.8% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 44.36K | -9.8% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 35.18K | -8.9% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 32.06K | +5.5% | $1.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 32.06K | +5.5% | $1.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 32.06K | +5.5% | $1.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 15.92K | +1.6% | $700,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 13.87K | +20.5% | $610,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 13.87K | +20.5% | $610,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 9.62K | -33.6% | $423,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 8.87K | -0.8% | $390,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 7.45K | 0.0% | $329,274 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 7.25K | +6.2% | $318,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 7.25K | +6.2% | $318,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 7.25K | +6.2% | $318,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 7.01K | -8.5% | $312,191 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 5.68K | -76.8% | $249,891 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 5.26K | +4.1% | $231,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.96K | +24.2% | $86,428 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Fifth Third Bancorp | 1.47K | 0.0% | $64,464 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 1.29K | +0.3% | $56,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 213 | 0.0% | $9,373 | 0.0% | Held | 3 | SEC ↗ |
| 50 | BlackRock ✦ (passief) | 200 | 0.0% | $8,801 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 150 | Nieuw | $5,763 | 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
| Tidal Investments LLC | $4.67M | 0.0% |
| Bank Of Montreal /Can/ | $5,763 | 0.0% |
Verlaten
| Two Sigma Investments | $1.86M | was 0.0% |
| Russell Investments Group… | $1,107 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 7.03M aandelen, $294.75M 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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