OBIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom -5.8% ·
netto nieuwe posities +5.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 2.67M | $133.64M | +2 | −1 |
| Q1 2026 | 18 | 0 | 2.84M | $142.22M | +1 | −1 |
| Q4 2025 | 18 | 0 | 2.61M | $130.85M | — | — |
| Q3 2025 | 3 | +1 | 157.85K | $7.94M | +1 | — |
| Q1 2025 | 1 | 0 | 4.56K | $229,085 | — | — |
| Q4 2024 | 1 | 0 | 7.92K | $396,575 | — | — |
| Q3 2024 | 1 | 0 | 4.88K | $245,545 | — | — |
| Q2 2024 | 1 | — | 11.90K | $593,207 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.17M | -8.9% | $58.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 356.85K | +18.9% | $17.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 267.58K | +5.1% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 267.58K | +5.1% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Stifel Financial Corp | 237.22K | -6.8% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 237.22K | -6.8% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 169.83K | +16.9% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 122.43K | -24.7% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 122.43K | -24.7% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 101.19K | -11.7% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 46.52K | -61.6% | $2.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Truist Financial Corp | 39.97K | -11.2% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 36.66K | -37.2% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 29.65K | +213.8% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 24.96K | -12.2% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 20.90K | +0.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 19.24K | +190.3% | $961,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 17.56K | -14.5% | $878,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 7.85K | Nieuw | $392,354 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 807 | Nieuw | $40,459 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 500 | 0.0% | $24,990 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 231 | 0.0% | $11,545 | 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
| Citadel Advisors | $392,354 | 0.0% |
| Jones Financial Companies Lllp | $40,459 | 0.0% |
Verlaten
| Mariner, LLC | $425,988 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 4.07M aandelen, $203.17M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.