Effectdossier · gearchiveerd kwartaal
ONEY
naam in afwachting van profielverwerking
29Gevolgde houders
+1Δ houders
2.25MGehouden aandelen
$288.17MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +3.7% ·
netto nieuwe posities +3.4%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 593.00K | -1.2% | $75.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 586.98K | -0.2% | $75.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 586.98K | -0.2% | $75.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Creative Planning | 254.98K | +5.0% | $32.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Creative Planning | 254.98K | +5.0% | $32.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 226.54K | +4.6% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 171.32K | -1.3% | $21.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 171.32K | -1.3% | $21.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 104.73K | +10.4% | $13.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 68.23K | +15.7% | $8.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 60.00K | +9.8% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 46.05K | +329.3% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 32.28K | +3.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 32.28K | +3.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 28.10K | +61.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 6.86K | +4.9% | $878,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 6.86K | +4.9% | $878,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 6.19K | -41.9% | $792,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 6.19K | -41.9% | $792,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 5.93K | -9.3% | $759,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 5.86K | -8.0% | $749,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 4.60K | +0.2% | $589,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.78K | +11.0% | $356,634 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.78K | +11.0% | $356,634 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Jane Street Group, Llc | 2.36K | Nieuw | $302,060 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 2.24K | +26.7% | $291,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | IMC-Chicago, LLC | 2.23K | 0.0% | $285,022 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 1.76K | Nieuw | $225,409 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.47K | -2.0% | $189,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 1.45K | 0.0% | $186,041 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 634 | -9.7% | $81,765 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 634 | -9.7% | $81,765 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 534 | -11.6% | $68,380 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Assetmark, Inc | 134 | 0.0% | $17,165 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 70 | 0.0% | $8,967 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $3,813 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $302,060 | 0.0% |
| Mml Investors Services, Llc | $225,409 | 0.0% |
Verlaten
| Citadel Advisors | $399,406 | 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: Q2 2026 ·
Methodologie ·
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