OPPE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -12.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 609.02K | $33.98M | +2 | −2 |
| Q1 2026 | 19 | +4 | 696.83K | $37.40M | +5 | −1 |
| Q4 2025 | 15 | -1 | 467.23K | $24.00M | — | −1 |
| Q3 2025 | 3 | +2 | 77.82K | $3.80M | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 368.67K | +6.2% | $20.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Corient Private Wealth LP | 41.68K | +1.8% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 32.39K | +26.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 26.30K | Nieuw | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 25.70K | -45.6% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Quantinno Capital Management LP | 21.28K | -10.3% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 18.24K | +50.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 15.83K | -0.7% | $874,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 12.04K | -1.5% | $671,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 12.04K | -1.5% | $671,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 11.73K | +24.5% | $654,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 9.74K | -92.8% | $543,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 8.07K | +68.0% | $450,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 5.11K | +20.7% | $285,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.97K | +2.0% | $222,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.97K | +2.0% | $222,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.83K | 0.0% | $158,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.83K | 0.0% | $158,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.18K | +6.2% | $121,428 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.18K | +6.2% | $121,428 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Blair William & Co/Il | 2.00K | 0.0% | $111,620 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 856 | 0.0% | $47,773 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 400 | Nieuw | $22,324 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank Of America Corp /De/ | $1.47M | 0.0% |
| Bank Of Montreal /Can/ | $22,324 | 0.0% |
Verlaten
| Hrt Financial Lp | $217,000 | was 0.0% |
| UBS AM, a distinct business… | $193,732 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 1.76M aandelen, $94.34M 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.