Effectdossier · gearchiveerd kwartaal
NANR
naam in afwachting van profielverwerking
37Gevolgde houders
-4Δ houders
5.74MGehouden aandelen
$433.36MGerapporteerde waarde
+3Nieuwe posities
−8Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.8% ·
aandelenstroom -2.8% ·
netto nieuwe posities -13.5%
· formule
Brede distributie: dalende aandelen en minder 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.82K | $243,604 | n/a | −1 |
| Q2 2026 | 37 | -4 | 5.74M | $433.36M | +3 | −8 |
| Q1 2026 | 43 | +9 | 6.04M | $507.07M | +10 | −1 |
| Q4 2025 | 34 | +2 | 7.48M | $507.56M | +2 | n/a |
| Q3 2025 | 2 | 0 | 255.76K | $16.52M | n/a | n/a |
| Q2 2025 | 1 | -1 | 4.20K | $237,842 | n/a | −1 |
| Q1 2025 | 1 | +1 | 19.46K | $1.08M | +1 | n/a |
| Q3 2024 | 1 | 0 | 3.77K | $213,269 | +1 | −1 |
| Q2 2024 | 1 | n/a | 8.72K | $474,964 | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 4.22M | -0.3% | $318.81M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 319.74K | -4.9% | $24.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 217.50K | -26.0% | $16.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Baird Financial Group, Inc. | 206.78K | +0.1% | $15.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Franklin Resources Inc | 173.12K | +0.7% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 125.83K | +9.0% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 75.08K | Nieuw | $5.67M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mariner, LLC | 74.55K | -15.6% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 66.72K | -3.4% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 38.74K | +1.7% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 37.77K | +15.1% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 26.80K | Nieuw | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 26.61K | +19.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 26.43K | +259.1% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Deutsche Bank Ag\ | 16.30K | -3.9% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 12.70K | +61.8% | $959,287 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 12.19K | +3.1% | $927,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 7.94K | +39.9% | $599,395 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Royal Bank Of Canada | 7.05K | +15.9% | $532,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 6.70K | +0.8% | $505,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 6.04K | +21.5% | $456,310 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.77K | -4.0% | $435,544 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 4.76K | +20.3% | $359,336 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 4.64K | -8.6% | $350,320 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 4.20K | +103.8% | $317,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 3.00K | -8.9% | $229,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.45K | +893.5% | $185,169 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Pnc Financial Services Group, Inc. | 2.37K | 0.0% | $178,558 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 29 | BlackRock ✦ (passief) | 2.19K | 0.0% | $165,043 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.96K | 0.0% | $147,603 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 310 | -37.4% | $23,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 270 | +86.2% | $20,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 163 | -25.2% | $12,327 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 156 | +225.0% | $11,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 138 | 0.0% | $10,419 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 94 | -87.8% | $7,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 32 | Nieuw | $2,416 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $5.67M | 0.0% |
| Two Sigma Investments | $2.02M | 0.0% |
| Us Bancorp \De\ | $2,416 | 0.0% |
Verlaten
| Susquehanna International… | $12.42M | was 0.0% |
| HighTower Advisors, LLC | $4.51M | was 0.0% |
| Citadel Advisors | $2.33M | was 0.0% |
| Jane Street Group, Llc | $883,176 | was 0.0% |
| Marshall Wace | $529,200 | was 0.0% |
| Hrt Financial Lp | $359,000 | was 0.0% |
| Wealthfront Advisers LLC | $204,787 | was 0.0% |
| Simplex Trading, Llc | $8,316 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 7.82M aandelen, $648.58M 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: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API