Effectdossier · gearchiveerd kwartaal
NYF
naam in afwachting van profielverwerking
42Gevolgde houders
-2Δ houders
5.56MGehouden aandelen
$299.59MGerapporteerde waarde
+1Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +11.4% ·
netto nieuwe posities -7.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 231.56K | $11.66M | n/a | −1 |
| Q2 2026 | 42 | -2 | 5.56M | $299.59M | +1 | −4 |
| Q1 2026 | 46 | +3 | 5.57M | $295.90M | +4 | −1 |
| Q4 2025 | 43 | +1 | 4.95M | $264.80M | +1 | n/a |
| Q3 2025 | 4 | -1 | 1.18M | $62.74M | n/a | −1 |
| Q2 2025 | 2 | +1 | 419.88K | $21.89M | +1 | n/a |
| Q4 2024 | 1 | +1 | 8.63K | $459,342 | +1 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 927.13K | +6.5% | $49.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 839.73K | +10.0% | $45.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Fidelity (FMR) ✦ | 486.13K | +4.2% | $26.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Hsbc Holdings Plc | 327.70K | -2.1% | $17.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 306.42K | +23.2% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 252.29K | +31.3% | $13.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 236.48K | +15.3% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 227.93K | +0.8% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 208.83K | +25.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 157.87K | +471.2% | $8.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Creative Planning | 144.79K | +10.3% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 126.22K | +3.5% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 107.44K | +11.6% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Alliancebernstein L.P. | 101.97K | -10.1% | $5.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 90.36K | +258.8% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 78.87K | +3.0% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 77.90K | +15.0% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 75.92K | +17.7% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 70.33K | +3.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 69.20K | +39.2% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Wealthfront Advisers LLC | 65.48K | +47.0% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 63.83K | +154.5% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 63.40K | +102.4% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 59.20K | +25.9% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 55.94K | +3.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 49.01K | +40.2% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Focus Partners Wealth | 40.65K | -12.8% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 36.48K | -76.0% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 35.89K | +47.2% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 32.79K | +20.4% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 29.70K | +17.7% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 23.19K | +4.0% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 19.88K | +32.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | Sei Investments Co | 15.83K | -0.5% | $853,370 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 14.70K | +1.0% | $792,370 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Bank of New York Mellon Corp | 12.98K | +8.6% | $699,470 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Rockefeller Capital Management L.P. | 10.30K | +68.3% | $555,398 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Quantinno Capital Management LP | 8.23K | Nieuw | $443,854 | 0.0% | New | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 5.80K | 0.0% | $312,811 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.86K | 0.0% | $100,533 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 905 | -63.7% | $48,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $40,429 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Quantinno Capital Management… | $443,854 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $30.77M | was 0.0% |
| Citadel Advisors | $2.05M | was 0.0% |
| Allspring Global Investments… | $1.35M | was 0.0% |
| Bnp Paribas Financial Markets | $1,487 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 207 houders, 12.80M aandelen, $667.48M 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 ·
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