Effectdossier · gearchiveerd kwartaal
MEAR
naam in afwachting van profielverwerking
35Gevolgde houders
0Δ houders
9.89MGehouden aandelen
$497.68MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · netto nieuwe posities 0.0% · formule
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 42.95K | $2.13M | n/a | n/a |
| Q2 2026 | 32 | -1 | 9.59M | $483.31M | +2 | −4 |
| Q1 2026 | 35 | 0 | 9.89M | $497.68M | +2 | −2 |
| Q4 2025 | 35 | +1 | 9.88M | $497.02M | +1 | n/a |
| Q3 2025 | 4 | 0 | 4.15M | $209.39M | n/a | n/a |
| Q2 2025 | 2 | +1 | 49.63K | $2.50M | +1 | n/a |
| Q4 2024 | 1 | +1 | 6.39K | $319,031 | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.26M | +1.4% | $164.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.42M | +20.9% | $71.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Captrust Financial Advisors | 1.07M | -27.1% | $53.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 759.62K | +12.9% | $38.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 506.01K | +4.3% | $25.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 428.83K | +725.2% | $21.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 329.22K | +10.2% | $16.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 296.53K | +27.8% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 226.01K | +96.9% | $11.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 193.77K | -0.5% | $9.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 193.42K | -4.1% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 163.62K | -3.9% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 159.91K | -12.2% | $8.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 133.62K | +67.4% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 104.59K | -37.1% | $5.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 99.99K | -73.7% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 53.96K | +3.3% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 53.34K | Nieuw | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 50.29K | -8.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 49.20K | -1.3% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 48.98K | +73.9% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 43.14K | -13.2% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 40.53K | -44.1% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 37.66K | +52.5% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 31.48K | -2.1% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 30.69K | Nieuw | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 27.02K | +35.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 22.85K | -31.7% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 22.01K | -2.5% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 12.06K | +2.0% | $607,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 9.54K | +4.1% | $480,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 4.75K | -47.2% | $238,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 4.06K | -27.6% | $204,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 97 | +9600.0% | $4,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 8 | 0.0% | $403 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $2.68M | 0.0% |
| Fifth Third Bancorp | $1.55M | 0.0% |
Verlaten
| Quantinno Capital Management… | $15.47M | was 0.0% |
| Goldman Sachs Group | $302,423 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 20.85M aandelen, $1.02B 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 het vaakst nog meer 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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