NAD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.0% · netto nieuwe posities -2.5% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.66M | +0.4% | $80.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | UBS Group AG | 3.12M | -2.1% | $37.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 2.79M | +11.6% | $33.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 2.32M | -8.0% | $28.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.07M | -21.4% | $25.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.38M | +12.1% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.27M | +3.5% | $15.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 990.97K | +3.0% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 757.08K | +3.6% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 742.47K | +9.9% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Deutsche Bank Ag\ | 416.38K | 0.0% | $5.05M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 411.80K | -1.9% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 396.86K | +7.4% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 300.65K | 0.0% | $3.64M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 253.68K | +62.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Invesco Ltd. | 207.82K | +0.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 194.01K | -8.0% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Baird Financial Group, Inc. | 116.53K | +4.1% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 85.54K | +1.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 78.86K | -57.7% | $955,747 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 75.61K | +0.9% | $916,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 62.00K | -19.1% | $752,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 60.88K | -9.2% | $737,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 60.83K | +155.6% | $737,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 58.33K | +1.2% | $706,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 50.84K | +2.9% | $616,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 44.47K | +40.7% | $530,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 42.88K | -0.9% | $519,709 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 37.43K | +0.5% | $453,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mariner, LLC | 27.26K | -4.6% | $330,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 27.04K | +57.6% | $327,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Brown Advisory Inc | 19.86K | 0.0% | $240,764 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 15.79K | -50.9% | $191,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Envestnet Asset Management Inc | 14.34K | -60.9% | $173,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 12.75K | 0.0% | $154,542 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 10.52K | Nieuw | $127,527 | 0.0% | New | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 10.37K | -73.3% | $125,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.06K | Nieuw | $24,884 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 1.18K | Nieuw | $14,231 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 418 | -4.1% | $5,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bank Of Montreal /Can/ | $127,527 | 0.0% |
| JPMorgan Chase | $24,884 | 0.0% |
| Jones Financial Companies Lllp | $14,231 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.02M | was 0.0% |
| Nomura Holdings Inc | $322,000 | was 0.0% |
| First Trust Advisors Lp | $159,160 | was 0.0% |
| BlackRock | $5,325 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 282 houders, 45.06M aandelen, $502.41M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Other · 4.59K aand @ 10.13 · $46,466
Other · 2.50K aand @ 10.12 · $25,300
Other · 3 aand @ 10.13 · $30
Other · 0 aand @ 10.13 · $4
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
52.5% van klasse · Originele SEC-indiening bekijken ↗
11.8% van klasse · Originele SEC-indiening bekijken ↗
52.3% van klasse · Originele SEC-indiening bekijken ↗
13.5% van klasse · Originele SEC-indiening bekijken ↗