Effectdossier · gearchiveerd kwartaal
NUBD
naam in afwachting van profielverwerking
30Gevolgde houders
0Δ houders
7.62MGehouden aandelen
$169.33MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +19.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 8.21M | $181.66M | +2 | −1 |
| Q1 2026 | 30 | 0 | 7.62M | $169.33M | +1 | −1 |
| Q4 2025 | 30 | 0 | 6.38M | $142.52M | — | — |
| Q3 2025 | 4 | 0 | 1.78M | $39.97M | — | — |
| Q2 2025 | 2 | 0 | 77.15K | $1.72M | — | — |
| Q1 2025 | 1 | 0 | 146.03K | $3.24M | — | — |
| Q4 2024 | 1 | 0 | 140.38K | $3.06M | — | — |
| Q3 2024 | 1 | +1 | 58.37K | $1.33M | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.97M | +3.7% | $43.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.97M | +3.7% | $43.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1.64M | +3.3% | $36.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.64M | +3.3% | $36.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1.64M | +3.3% | $36.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.54M | +167.5% | $34.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 496.74K | +4.7% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 316.07K | 0.0% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 262.96K | +1.9% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 262.96K | +1.9% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 262.96K | +1.9% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 196.16K | +5.6% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 133.31K | +13.9% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 133.31K | +13.9% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 126.25K | +8.2% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 126.25K | +8.2% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 122.74K | +47.8% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 78.98K | -15.9% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 68.31K | +0.5% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 66.93K | +149.9% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 64.36K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 59.85K | -2.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citigroup Inc | 56.76K | +1.6% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 52.83K | +52.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 52.83K | +52.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 47.67K | -50.2% | $1.06M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Creative Planning | 45.74K | +372.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 43.50K | +2.4% | $966,113 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 39.87K | +19.5% | $885,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 37.85K | -2.0% | $840,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 31.90K | +3.5% | $706,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 27.10K | -19.6% | $601,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 26.47K | +16.2% | $587,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 26.47K | +16.2% | $587,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 24.91K | +7.7% | $553,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 19.71K | -46.0% | $437,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 12.40K | -54.5% | $275,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 6.42K | -3.0% | $142,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.01K | 0.0% | $44,549 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.43M | 0.0% |
Verlaten
| Susquehanna International… | $289,095 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 15.01M aandelen, $297.04M 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: Q1 2026 ·
Methodologie ·
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