Effectdossier · gearchiveerd kwartaal
PDP
naam in afwachting van profielverwerking
48Gevolgde houders
+7Δ houders
4.21MGehouden aandelen
$508.72MGerapporteerde waarde
+7Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.1% ·
aandelenstroom -2.6% ·
netto nieuwe posities +14.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 50 | +3 | 4.49M | $680.70M | +5 | −2 |
| Q1 2026 | 48 | +7 | 4.21M | $508.72M | +7 | — |
| Q4 2025 | 41 | -1 | 4.32M | $504.08M | +1 | −2 |
| Q3 2025 | 6 | 0 | 935.96K | $110.50M | +1 | −1 |
| Q2 2025 | 3 | 0 | 32.77K | $3.56M | +1 | −1 |
| Q1 2025 | 1 | 0 | 11.72K | $1.17M | — | — |
| Q4 2024 | 1 | 0 | 8.98K | $966,661 | — | — |
| Q3 2024 | 1 | 0 | 11.90K | $1.23M | — | — |
| Q2 2024 | 1 | — | 3.20K | $313,348 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 685.88K | -0.3% | $82.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 685.88K | -0.3% | $82.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 685.88K | -0.3% | $82.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 685.88K | -0.3% | $82.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 536.76K | +5.7% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 536.76K | +5.7% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 536.76K | +5.7% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 411.06K | -4.9% | $49.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 411.06K | -4.9% | $49.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 386.49K | -0.1% | $46.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 325.37K | -4.5% | $39.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 325.37K | -4.5% | $39.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 325.37K | -4.5% | $39.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 306.31K | -1.9% | $36.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 306.31K | -1.9% | $36.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 306.31K | -1.9% | $36.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 284.39K | -18.8% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 244.56K | -5.1% | $29.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 214.41K | +11.5% | $25.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 214.41K | +11.5% | $25.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 214.41K | +11.5% | $25.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 156.19K | +3.2% | $18.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 105.93K | -6.6% | $12.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 105.93K | -6.6% | $12.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 75.78K | -29.3% | $9.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 67.75K | +2.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 61.95K | -2.5% | $7.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 61.95K | -2.5% | $7.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 48.82K | -9.6% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 46.56K | -46.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 46.56K | -46.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 46.56K | -46.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 46.56K | -46.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 40.00K | 0.0% | $4.83M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 29.46K | +3.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 23.41K | -2.1% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 19.22K | -1.6% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 18.21K | -21.4% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 18.21K | -21.4% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 14.65K | -8.3% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 9.25K | +997.4% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 9.17K | Nieuw | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 9.17K | Nieuw | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 44 | Creative Planning | 8.24K | +3.4% | $995,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 8.19K | +5.4% | $988,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 7.67K | +3.7% | $926,095 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 7.59K | Nieuw | $916,812 | 0.0% | New | 1 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 6.05K | +33.7% | $730,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 5.54K | +151.0% | $668,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cwm, Llc | 5.01K | -15.3% | $604,567 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 4.62K | +51.2% | $558,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cibc World Market Inc. | 4.32K | 0.0% | $521,718 | 0.0% | Held | 2 | SEC ↗ |
| 53 | First Trust Advisors Lp | 4.27K | Nieuw | $515,940 | 0.0% | New | 1 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 3.70K | Nieuw | $447,237 | 0.0% | New | 1 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.56K | -7.4% | $421,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.20K | 0.0% | $385,898 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.20K | 0.0% | $385,898 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 3.12K | 0.0% | $377,283 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Corient Private Wealth LP | 2.67K | +2.9% | $322,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Citigroup Inc | 2.50K | +10.5% | $301,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 2.48K | 0.0% | $299,890 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Jane Street Group, Llc | 2.42K | Nieuw | $292,201 | 0.0% | New | 1 | SEC ↗ |
| 63 | Northern Trust Corp | 1.80K | Nieuw | $217,340 | 0.0% | New | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 1.72K | 0.0% | $207,197 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.70K | Nieuw | $205,500 | 0.0% | New | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.70K | Nieuw | $205,500 | 0.0% | New | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 1.01K | +106.1% | $121,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 252 | 0.0% | $30,373 | 0.0% | Held | 2 | SEC ↗ |
| 69 | BlackRock ✦ (passief) | 1 | 0.0% | $88 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.11M | 0.0% |
| Susquehanna International… | $1.11M | 0.0% |
| Goldman Sachs Group | $916,812 | 0.0% |
| First Trust Advisors Lp | $515,940 | 0.0% |
| Citadel Advisors | $447,237 | 0.0% |
| Jane Street Group, Llc | $292,201 | 0.0% |
| Northern Trust Corp | $217,340 | 0.0% |
| Bank of New York Mellon Corp | $205,500 | 0.0% |
| Bank of New York Mellon Corp | $205,500 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 205 houders, 6.02M aandelen, $698.85M 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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