Effectdossier · gearchiveerd kwartaal
OTF
naam in afwachting van profielverwerking
50Gevolgde houders
+4Δ houders
40.91MGehouden aandelen
$507.05MGerapporteerde waarde
+13Nieuwe posities
−9Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +8.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | California State Teachers… | 20.22M | Nieuw | $250.56M | 0.3% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 4.27M | +2798.3% | $52.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Franklin Resources Inc | 2.41M | +37.5% | $29.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passief) | 1.73M | +92357.2% | $21.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 1.61M | +443.7% | $20.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Two Sigma Investments ✦ | 1.27M | +204.5% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.10M | +54.5% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Soros Fund Management ✦ | 1.00M | Nieuw | $12.45M | 0.2% | New | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 922.66K | +47.9% | $11.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 826.32K | +179.0% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | T. Rowe Price ✦ | 738.85K | +86.4% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 718.51K | +887.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 697.03K | +76.7% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Morgan Stanley ✦ | 453.80K | +83.9% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 318.19K | +42.7% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 258.47K | Nieuw | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 225.03K | +64.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 197.54K | -6.0% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 185.23K | +100.9% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 171.38K | +250.4% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 150.20K | +67.0% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 145.15K | +16.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 129.12K | Nieuw | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 112.40K | +20.1% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Manufacturers Life Insurance… | 109.81K | +753.8% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 92.56K | -37.9% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Osaic Holdings, Inc. | 91.89K | +504.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 89.58K | +21.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Bank Of Montreal /Can/ | 86.86K | Nieuw | $1.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 81.09K | +9.6% | $931,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Man Group plc | 55.49K | Nieuw | $687,521 | 0.0% | New | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 52.53K | +240.7% | $650,807 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Toronto Dominion Bank | 50.00K | Nieuw | $619,500 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 49.57K | +75.3% | $614,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 35.95K | +83.6% | $445,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 30.20K | +29.2% | $374,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 30.02K | Nieuw | $371,997 | 0.0% | New | 1 | SEC ↗ |
| 38 | Lido Advisors, LLC | 24.89K | +71.1% | $318,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Squarepoint Ops LLC | 24.18K | +2.7% | $299,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 23.92K | -57.8% | $296,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 22.62K | +52.7% | $280,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Balyasny Asset Management L.P. | 18.20K | -89.2% | $225,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 14.85K | Nieuw | $184,004 | 0.0% | New | 1 | SEC ↗ |
| 44 | Nomura Holdings Inc | 12.50K | -14.9% | $154,875 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 11.00K | Nieuw | $136,290 | 0.0% | New | 1 | SEC ↗ |
| 46 | Barclays Plc | 10.56K | Nieuw | $130,863 | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | Northwestern Mutual Wealth… | 9.51K | -34.1% | $117,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 4.68K | +162.3% | $57,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 3.61K | Nieuw | $44,716 | 0.0% | New | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 1.15K | Nieuw | $14,261 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| California State Teachers… | $250.56M | 0.3% |
| Soros Fund Management | $12.45M | 0.2% |
| Sumitomo Mitsui Trust Group… | $3.20M | 0.0% |
| Focus Partners Wealth | $1.60M | 0.0% |
| Bank Of Montreal /Can/ | $1.08M | 0.0% |
| Man Group plc | $687,521 | 0.0% |
| Toronto Dominion Bank | $619,500 | 0.0% |
| Creative Planning | $371,997 | 0.0% |
| Quantinno Capital Management… | $184,004 | 0.0% |
| AQR Capital Management | $136,290 | 0.0% |
| Barclays Plc | $130,863 | 0.0% |
| Bnp Paribas Financial Markets | $44,716 | 0.0% |
Verlaten
| Millennium Management | $7.43M | was 0.0% |
| Jane Street Group, Llc | $3.05M | was 0.0% |
| Renaissance Technologies | $1.60M | was 0.0% |
| Citadel Advisors | $541,993 | was 0.0% |
| Cetera Investment Advisers | $522,233 | was 0.0% |
| Tudor Investment Corp Et Al | $469,584 | was 0.0% |
| Commonwealth Equity Services… | $408,650 | was 0.0% |
| Hrt Financial Lp | $348,000 | was 0.0% |
| Mercer Global Advisors Inc… | $321,756 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 166 houders, 162.72M aandelen, $1.97B 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Aug 28
Kaye Eric A.
Director · 1.00K aand @ 11.37 · $11,370
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
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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