Effectdossier · gearchiveerd kwartaal
MQY
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
18.21MGehouden aandelen
$211.25MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +8.1% · 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 | 40 | 0 | 18.21M | $211.25M | +3 | −3 |
| Q1 2026 | 41 | +7 | 16.85M | $185.04M | +11 | −4 |
| Q4 2025 | 33 | +1 | 8.84M | $99.93M | +1 | — |
| Q3 2025 | 2 | — | 4.11M | $47.89M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.90M | +5.9% | $91.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.90M | +5.9% | $91.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.90M | +5.9% | $91.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 7.90M | +5.9% | $91.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.90M | +5.9% | $91.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.82M | +6.0% | $21.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.82M | +6.0% | $21.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 1.68M | +50.7% | $19.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.36M | +7.4% | $15.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.36M | +7.4% | $15.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.06M | -2.3% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.06M | -2.3% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.06M | -2.3% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 908.38K | +3.5% | $10.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 449.69K | +4.8% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 387.19K | -1.4% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 354.75K | +25.1% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 354.75K | +25.1% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 336.81K | +7.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Allspring Global Investments… | 267.40K | +10.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 242.42K | -0.9% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 208.79K | +9.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 208.79K | +9.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Toronto Dominion Bank | 174.89K | +0.2% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 163.26K | +2.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 157.18K | +15.3% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 100.20K | -17.6% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 100.20K | -17.6% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 99.80K | +17.1% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 99.80K | +17.1% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 79.43K | +10.3% | $921,381 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 67.79K | 0.0% | $786,318 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 67.77K | +38.1% | $786,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 51.73K | -0.9% | $600,126 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Jane Street Group, Llc | 41.31K | -18.6% | $479,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 41.31K | -18.6% | $479,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 39.55K | +27.8% | $458,745 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 31.18K | +3.5% | $361,724 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 26.91K | +46.6% | $312,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 21.31K | Nieuw | $247,208 | 0.0% | New | 1 | SEC ↗ |
| 41 | Nomura Holdings Inc | 16.00K | +6.7% | $185,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 15.01K | -3.9% | $174,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | First Trust Advisors Lp | 12.03K | -25.5% | $139,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 11.90K | Nieuw | $138,180 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 11.46K | -63.5% | $132,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 11.32K | Nieuw | $131,305 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 11.01K | -11.9% | $127,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 11.01K | -11.9% | $127,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 11.01K | -11.9% | $127,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 10.05K | -0.2% | $116,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | CIBC Bancorp USA Inc. | 10.00K | -43.8% | $116,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 7.76K | 0.0% | $90,016 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 7.76K | 0.0% | $90,016 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 4.44K | -9.7% | $51,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 2.32K | +117.7% | $26,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 126 | 0.0% | $1,464 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $247,208 | 0.0% |
| Focus Partners Wealth | $138,180 | 0.0% |
| Mariner, LLC | $131,305 | 0.0% |
Verlaten
| Franklin Resources Inc | $453,770 | was 0.0% |
| Corient Private Wealth LP | $152,179 | was 0.0% |
| BlackRock | $10,747 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 200 houders, 48.28M aandelen, $500.30M 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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