Effectdossier · gearchiveerd kwartaal
NEA
naam in afwachting van profielverwerking
43Gevolgde houders
0Δ houders
28.52MGehouden aandelen
$334.82MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.0% · netto nieuwe posities -2.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 108.48K | $1.08M | n/a | n/a |
| Q2 2026 | 43 | 0 | 28.52M | $334.82M | +2 | −3 |
| Q1 2026 | 45 | -1 | 29.30M | $329.00M | +2 | −3 |
| Q4 2025 | 45 | +3 | 28.62M | $332.40M | +3 | n/a |
| Q3 2025 | 2 | -1 | 11.84M | $134.90M | n/a | −1 |
| Q2 2025 | 2 | 0 | 1.96M | $21.45M | +1 | −1 |
| Q1 2025 | 1 | +1 | 355.34K | $3.98M | +1 | n/a |
| Q3 2024 | 2 | +2 | 71.86K | $860,116 | +2 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.84M | -0.7% | $115.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 3.59M | +19.4% | $42.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.91M | +4.5% | $34.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.64M | -5.5% | $19.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.47M | +1.7% | $17.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.39M | -9.2% | $16.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 1.25M | -5.8% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.12M | +3.2% | $13.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 694.03K | +21.3% | $8.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 582.86K | +7.5% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 579.19K | -14.1% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 487.09K | +9.6% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 367.54K | -3.1% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 320.44K | +45.3% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 271.42K | -3.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 230.80K | +1.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 214.53K | +0.2% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 173.18K | +119.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 162.82K | -0.9% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 119.70K | +6.7% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 117.25K | -11.1% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 111.68K | -3.3% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Captrust Financial Advisors | 98.10K | +4.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 94.22K | -7.3% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 84.79K | -1.7% | $995,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 83.18K | -2.9% | $976,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 81.04K | -54.8% | $951,362 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Creative Planning | 68.43K | -29.2% | $803,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 51.33K | +3.1% | $603,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 46.72K | +2.4% | $548,521 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Fifth Third Bancorp | 42.49K | -4.0% | $498,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 37.97K | +13.3% | $445,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 28.83K | 0.0% | $338,499 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Alliancebernstein L.P. | 27.40K | 0.0% | $307,691 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 26.18K | -22.9% | $307,353 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | CIBC Bancorp USA Inc. | 22.81K | +0.5% | $267,768 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 22.78K | 0.0% | $267,449 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 21.06K | +0.9% | $247,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 10.86K | Nieuw | $127,438 | 0.0% | New | 1 | SEC ↗ |
| 40 | First Trust Advisors Lp | 10.32K | -60.7% | $121,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 7.54K | +1.4% | $88,363 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | JPMorgan Chase ✦ | 1.05K | Nieuw | $12,239 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 177 | +883.3% | $2,078 | 0.0% | ▲ Add | 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/ | $127,438 | 0.0% |
| JPMorgan Chase | $12,239 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $11.98M | was 0.0% |
| BlackRock | $2.25M | was 0.0% |
| Nomura Holdings Inc | $336,900 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 298 houders, 53.23M aandelen, $568.43M 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.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Sep 24
Hamilton Michael S.
Other · 2.68K aand · $26,573
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
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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