Effectdossier · gearchiveerd kwartaal
OLP
naam in afwachting van profielverwerking
58Gevolgde houders
-4Δ houders
6.54MGehouden aandelen
$159.94MGerapporteerde waarde
+1Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.5% ·
aandelenstroom +2.5% ·
netto nieuwe posities -6.9%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | -4 | 6.54M | $159.94M | +1 | −5 |
| Q1 2026 | 64 | -1 | 6.39M | $137.28M | +4 | −6 |
| Q4 2025 | 66 | +6 | 7.21M | $146.40M | +7 | — |
| Q3 2025 | 12 | +1 | 5.49M | $121.65M | +1 | — |
| Q2 2025 | 8 | -1 | 5.18M | $123.77M | — | −1 |
| Q1 2025 | 6 | +1 | 1.72M | $45.52M | +1 | — |
| Q4 2024 | 5 | 0 | 1.68M | $45.96M | — | — |
| Q3 2024 | 4 | -1 | 1.17M | $32.27M | — | −1 |
| Q2 2024 | 5 | — | 1.18M | $27.69M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.84M | +7.3% | $44.88M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 2 | Vanguard Capital Management Llc | 687.06K | -6.2% | $16.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 512.25K | +2.8% | $12.51M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Renaissance Technologies ✦ | 489.48K | -4.9% | $11.95M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 424.68K | +2.5% | $10.55M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Northern Trust Corp | 261.52K | +0.6% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Goldman Sachs Group ✦ | 242.14K | -12.9% | $5.91M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 8 | Dimensional Fund Advisors Lp | 232.35K | -0.7% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Two Sigma Investments ✦ | 156.52K | -4.7% | $3.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 156.42K | +49.5% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 11 | Charles Schwab Investment… | 150.08K | +9.8% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 128.19K | +33.1% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 117.05K | +2.2% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Mackenzie Financial Corp | 110.86K | +34.5% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Man Group plc | 100.08K | +48.1% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 93.91K | -31.7% | $2.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 74.12K | +10.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Qube Research & Technologies Ltd | 69.59K | -5.8% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 64.56K | +38.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 20 | UBS Group AG | 57.53K | -13.6% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 41.44K | +16.6% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Nuveen, LLC | 38.15K | +2.5% | $931,648 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Raymond James Financial Inc | 36.14K | -0.5% | $882,489 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | First Manhattan Co. Llc. | 29.39K | 0.0% | $730,904 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Creative Planning | 29.26K | +3.4% | $714,607 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 27.69K | +43.0% | $682,184 | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 27 | Rhumbline Advisers | 26.50K | -7.6% | $647,192 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 25.42K | +66.1% | $621,455 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Nomura Asset Management Co Ltd | 24.92K | 0.0% | $608,546 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 23.30K | +5.5% | $568,987 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Asset Management One Co., Ltd. | 22.81K | -0.1% | $556,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 20.83K | +11.4% | $509,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment… | 19.53K | +23.7% | $477,020 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Sumitomo Mitsui Trust Group, Inc. | 19.04K | 0.0% | $464,932 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 17.61K | -0.9% | $430,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 17.27K | +26.9% | $421,807 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 16.13K | +14.9% | $393,943 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Mercer Global Advisors Inc /Adv | 16.09K | +47.4% | $393,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Alliancebernstein L.P. | 16.56K | +7.8% | $355,442 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 12.95K | -6.3% | $316,239 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mitsubishi UFJ Asset Management… | 12.48K | 0.0% | $304,713 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 11.50K | +21.8% | $280,753 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 43 | Osaic Holdings, Inc. | 10.42K | +135.7% | $254,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 9.69K | +306.1% | $236,507 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Neuberger Berman Group LLC | 8.77K | Nieuw | $214,067 | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Royal Bank Of Canada | 8.43K | +9.9% | $206,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 8.15K | -6.7% | $199,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | New York State Common Retirement… | 6.38K | 0.0% | $155,726 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Daiwa Securities Group Inc. | 6.14K | -1.1% | $149,963 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Barclays Plc | 2.55K | -27.6% | $62,320 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Bnp Paribas Financial Markets | 2.44K | -39.5% | $59,487 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 2.20K | +14.6% | $53,788 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.15K | 0.0% | $52,527 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 54 | Us Bancorp \De\ | 1.67K | +6.0% | $40,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Legal & General Group Plc | 1.66K | -57.8% | $40,635 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 1.02K | 0.0% | $24,835 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 218 | -16.8% | $5,324 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Optiver Holding B.V. | 40 | -75.0% | $977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Neuberger Berman Group LLC | $214,067 | 0.0% |
Verlaten
| Jane Street Group, Llc | $764,941 | was 0.0% |
| Millennium Management | $364,026 | was 0.0% |
| Squarepoint Ops LLC | $317,715 | was 0.0% |
| Simplex Trading, Llc | $9,742 | was 0.0% |
| Northwestern Mutual Wealth… | $3,627 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 138 houders, 8.21M aandelen, $173.10M 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.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Aug 17
Clair Justin
Officer · 4.50K aand · $108,270
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Jul 02
SC 13D — GOULD INVESTORS L P
12.4% van klasse · Originele SEC-indiening bekijken ↗
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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