Effectdossier · gearchiveerd kwartaal
PDP
naam in afwachting van profielverwerking
49Gevolgde houders
+3Δ houders
4.49MGehouden aandelen
$679.88MGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.5% ·
aandelenstroom +6.7% ·
netto nieuwe posities +4.1%
— 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 | 49 | +3 | 4.49M | $679.88M | +5 | −3 |
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 890.85K | +29.9% | $135.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 664.01K | +23.7% | $100.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 397.25K | -3.4% | $60.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 369.93K | -4.3% | $56.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 341.05K | +4.8% | $51.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 299.50K | -2.2% | $45.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 283.33K | -0.4% | $42.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 247.28K | +1.1% | $37.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 179.53K | -16.3% | $27.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 155.36K | -0.5% | $23.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 118.67K | +12.0% | $18.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 77.43K | +2.2% | $11.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 72.33K | +16.7% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 65.96K | -2.6% | $10.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 53.53K | +9.6% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 40.93K | -12.1% | $6.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 17 | Cetera Investment Advisers | 30.92K | +5.0% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Blair William & Co/Il | 23.48K | +0.3% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 21.75K | +13.2% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 20.73K | Nieuw | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 15.27K | -16.1% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 13.60K | -7.1% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 9.70K | -75.8% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 9.25K | 0.0% | $1.40M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Creative Planning | 8.26K | +0.2% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 7.61K | -7.0% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 7.22K | -5.9% | $1.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 7.16K | -21.9% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 6.76K | +11.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.54K | -1.8% | $688,397 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cibc World Market Inc. | 4.32K | 0.0% | $655,625 | 0.0% | Held | 3 | SEC ↗ |
| 32 | First Trust Advisors Lp | 4.11K | -3.8% | $623,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 4.17K | +17.1% | $614,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 3.33K | -56.1% | $505,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 3.20K | 0.0% | $484,929 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 36 | Citigroup Inc | 3.15K | +26.1% | $478,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.12K | -0.3% | $472,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 2.77K | +61.6% | $420,747 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 2.67K | 0.0% | $405,347 | 0.0% | Held | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.48K | 0.0% | $376,999 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 2.43K | Nieuw | $365,162 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 2.39K | -35.4% | $363,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 1.70K | -0.1% | $258,108 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Mariner, LLC | 1.33K | Nieuw | $201,655 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 1.25K | +396.8% | $189,897 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 298 | -70.5% | $45,216 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 206 | Nieuw | $31,256 | 0.0% | New | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 4 | Nieuw | $607 | 0.0% | New | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 1 | 0.0% | $110 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $3.15M | 0.0% |
| Cerity Partners LLC | $365,162 | 0.0% |
| Mariner, LLC | $201,655 | 0.0% |
| Russell Investments Group… | $31,256 | 0.0% |
| Qube Research & Technologies… | $607 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $668,618 | was 0.0% |
| Jane Street Group, Llc | $292,201 | was 0.0% |
| Northern Trust Corp | $217,340 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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