Effectdossier · gearchiveerd kwartaal
PDO
naam in afwachting van profielverwerking
30Gevolgde houders
+2Δ houders
20.81MGehouden aandelen
$275.10MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +2.9% ·
netto nieuwe posities +6.7%
— 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 | 30 | +2 | 20.81M | $275.10M | +4 | −2 |
| Q1 2026 | 29 | 0 | 20.25M | $261.85M | +3 | −3 |
| Q4 2025 | 29 | -1 | 18.60M | $257.40M | — | −1 |
| Q3 2025 | 3 | 0 | 4.70M | $66.35M | — | — |
| Q2 2025 | 1 | — | 14.25K | $192,109 | — | — |
| Q3 2024 | 1 | +1 | 89.93K | $1.27M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.18M | +1.7% | $68.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.18M | +1.7% | $68.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | UBS Group AG | 3.64M | +2.1% | $48.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 3.64M | +2.1% | $48.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 3.64M | +2.1% | $48.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 2.45M | +4.5% | $32.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.45M | +4.5% | $32.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.45M | +4.5% | $32.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.24M | -5.6% | $29.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.24M | -5.6% | $29.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.73M | -0.7% | $22.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 1.73M | -0.7% | $22.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 1.03M | +4.2% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 1.03M | +4.2% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 840.31K | -0.1% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 840.31K | -0.1% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 653.87K | -0.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 653.87K | -0.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 653.87K | -0.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 649.62K | -1.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 575.32K | +1.5% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 457.62K | +134.0% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | LPL Financial LLC | 373.29K | +2.1% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 278.16K | +26.0% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 278.16K | +26.0% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 278.16K | +26.0% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 179.55K | +434.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 86.31K | +83.1% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 77.79K | +12.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 74.34K | +17.0% | $982,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 58.74K | -66.5% | $776,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 58.74K | -66.5% | $776,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 43.08K | -1.7% | $569,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 35.54K | -0.6% | $469,863 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 34.79K | +46.2% | $459,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 19.60K | -13.0% | $259,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 18.32K | +0.4% | $242,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 14.81K | Nieuw | $195,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Nomura Holdings Inc | 14.00K | Nieuw | $185,080 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mariner, LLC | 11.40K | Nieuw | $150,773 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passief) | 10.72K | 0.0% | $141,679 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Captrust Financial Advisors | 10.44K | Nieuw | $138,004 | 0.0% | New | 1 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 8.50K | +9.0% | $112,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $103,949 | 0.0% | Held | 3 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $103,949 | 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
| Hrt Financial Lp | $195,000 | 0.0% |
| Nomura Holdings Inc | $185,080 | 0.0% |
| Mariner, LLC | $150,773 | 0.0% |
| Captrust Financial Advisors | $138,004 | 0.0% |
Verlaten
| First Trust Advisors Lp | $584,746 | was 0.0% |
| Mercer Global Advisors Inc… | $162,308 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 27.83M aandelen, $337.02M 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 ·
Verkrijg dit via de API