Effectdossier
MHD
naam in afwachting van profielverwerking
42Gevolgde houders
+3Δ houders
18.21MGehouden aandelen
$216.71MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +13.1% ·
netto nieuwe posities +7.1%
— 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 | 42 | +3 | 18.21M | $216.71M | +5 | −2 |
| Q1 2026 | 40 | +10 | 16.11M | $181.70M | +12 | −2 |
| Q4 2025 | 30 | 0 | 3.93M | $46.12M | — | — |
| Q3 2025 | 3 | 0 | 820.30K | $9.64M | — | — |
| Q2 2025 | 1 | +1 | 20.27K | $227,035 | +1 | — |
| Q4 2024 | 2 | +1 | 28.11K | $328,091 | +1 | — |
| Q3 2024 | 1 | -1 | 41.92K | $530,313 | — | −1 |
| Q2 2024 | 2 | — | 125.30K | $1.51M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.96M | +12.6% | $70.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.96M | +12.6% | $70.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.96M | +12.6% | $70.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.96M | +12.6% | $70.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.81M | +0.1% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.81M | +0.1% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Toronto Dominion Bank | 1.38M | -3.1% | $16.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Allspring Global Investments… | 1.26M | +14.6% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.15M | +12.5% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.15M | +12.5% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 1.07M | +8.6% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 989.61K | +158.4% | $11.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 989.61K | +158.4% | $11.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 565.71K | -1.2% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 565.71K | -1.2% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 565.71K | -1.2% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 498.35K | +4.5% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 393.91K | -0.6% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 373.21K | +53.0% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 348.74K | +34.4% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Invesco Ltd. | 306.32K | -19.6% | $3.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 304.31K | -1.1% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 304.31K | -1.1% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 304.31K | -1.1% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 272.92K | +14.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 226.59K | -10.1% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 226.59K | -10.1% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 174.96K | +57.9% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 174.96K | +57.9% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 174.96K | +57.9% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 133.70K | -4.6% | $1.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Truist Financial Corp | 127.66K | +110.7% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 107.71K | +98.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 107.71K | +98.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 85.04K | +48.1% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 76.28K | -29.0% | $907,679 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 70.23K | Nieuw | $835,725 | 0.0% | New | 1 | SEC ↗ |
| 38 | Hrt Financial Lp | 69.00K | Nieuw | $821,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 64.71K | -0.4% | $770,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 63.14K | +363.4% | $751,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 55.28K | -16.7% | $657,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Nuveen, LLC | 54.95K | 0.0% | $653,869 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 32.52K | 0.0% | $366,803 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Mariner, LLC | 27.58K | -25.4% | $328,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Creative Planning | 24.80K | -0.5% | $295,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Lido Advisors, LLC | 21.30K | Nieuw | $254,735 | 0.0% | New | 1 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 20.43K | -7.2% | $242,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 20.12K | +47.2% | $239,425 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 17.61K | +5.6% | $209,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 16.61K | Nieuw | $197,638 | 0.0% | New | 1 | SEC ↗ |
| 51 | First Trust Advisors Lp | 15.52K | -41.9% | $184,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Millennium Management ✦ | 10.13K | -37.3% | $120,606 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Us Bancorp \De\ | 8.16K | -35.8% | $97,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Us Bancorp \De\ | 8.16K | -35.8% | $97,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.67K | +2052.4% | $31,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.67K | +2052.4% | $31,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 124 | 0.0% | $1,479 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1 | Nieuw | $11 | 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 | $835,725 | 0.0% |
| Hrt Financial Lp | $821,000 | 0.0% |
| Lido Advisors, LLC | $254,735 | 0.0% |
| Corient Private Wealth LP | $197,638 | 0.0% |
| Russell Investments Group… | $11 | 0.0% |
Verlaten
| Northern Trust Corp | $245,171 | was 0.0% |
| BlackRock | $20,868 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 202 houders, 74.04M aandelen, $802.33M 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 ·
Verkrijg dit via de API