Effectdossier · gearchiveerd kwartaal
ONEY
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
2.17MGehouden aandelen
$260.41MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.1% · 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 | 29 | +1 | 2.25M | $288.17M | +2 | −1 |
| Q1 2026 | 29 | 0 | 2.17M | $260.41M | +3 | −3 |
| Q4 2025 | 29 | +1 | 2.22M | $251.74M | +1 | — |
| Q3 2025 | 3 | 0 | 3.78K | $428,218 | — | — |
| Q2 2025 | 1 | — | 233 | $25,204 | — | — |
| Q2 2024 | 1 | — | 3.05K | $316,611 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 600.01K | -9.0% | $72.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 588.45K | -1.3% | $70.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 588.45K | -1.3% | $70.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Creative Planning | 242.77K | -1.0% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Creative Planning | 242.77K | -1.0% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mariner, LLC | 216.62K | +2.4% | $26.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 173.54K | -9.7% | $20.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 173.54K | -9.7% | $20.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 94.84K | +15.5% | $11.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 58.98K | +53.2% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 54.65K | -9.3% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 31.34K | +31.6% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.34K | +31.6% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 17.39K | +29.6% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 10.73K | +361.5% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 10.66K | -56.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 10.66K | -56.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 6.53K | +7.5% | $784,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.37K | +50.2% | $764,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 4.59K | +21.8% | $551,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 3.33K | Nieuw | $399,406 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.51K | -0.9% | $301,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | IMC-Chicago, LLC | 2.23K | Nieuw | $267,111 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.76K | -48.7% | $212,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.50K | +18.4% | $181,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passief) | 1.45K | Nieuw | $174,349 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 702 | +145.4% | $83,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 702 | +145.4% | $83,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 604 | +42.8% | $72,486 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Cwm, Llc | 218 | 0.0% | $26,171 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 134 | 0.0% | $16,087 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 70 | 0.0% | $8,403 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 30 | +3.5% | $3,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $399,406 | 0.0% |
| IMC-Chicago, LLC | $267,111 | 0.0% |
| BlackRock | $174,349 | 0.0% |
Verlaten
| Hrt Financial Lp | $644,000 | was 0.0% |
| Mml Investors Services, Llc | $243,099 | was 0.0% |
| UBS Group AG | $129,119 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 5.32M aandelen, $604.34M 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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