Effectdossier
PEO
naam in afwachting van profielverwerking
31Gevolgde houders
+1Δ houders
3.60MGehouden aandelen
$89.00MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +8.2% ·
netto nieuwe posities +3.2%
— 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 | 31 | +1 | 3.60M | $89.00M | +4 | −3 |
| Q1 2026 | 31 | +4 | 3.33M | $92.43M | +4 | — |
| Q4 2025 | 26 | 0 | 3.02M | $65.67M | — | — |
| Q3 2025 | 3 | 0 | 936.50K | $20.15M | — | — |
| Q2 2025 | 1 | 0 | 13.31K | $284,435 | — | — |
| Q1 2025 | 1 | 0 | 13.31K | $303,601 | — | — |
| Q4 2024 | 1 | 0 | 13.31K | $289,359 | — | — |
| Q3 2024 | 1 | 0 | 27.08K | $628,798 | — | — |
| Q2 2024 | 1 | — | 66.25K | $1.56M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.45M | +13.8% | $35.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.45M | +13.8% | $35.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.45M | +13.8% | $35.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.45M | +13.8% | $35.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.45M | +13.8% | $35.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Lazard Asset Management Llc | 507.97K | +0.2% | $12.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 428.28K | +0.4% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 428.28K | +0.4% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 428.28K | +0.4% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 428.28K | +0.4% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 241.50K | +0.9% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 241.50K | +0.9% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 124.28K | 0.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 119.22K | +48.7% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Capstone Investment Advisors, Llc | 116.00K | +2.0% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | First Trust Advisors Lp | 77.47K | 0.0% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 61.89K | -5.7% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Allspring Global Investments… | 62.15K | +196.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 58.14K | +18.2% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 48.77K | +13.6% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 48.77K | +13.6% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 44.00K | +2.5% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 33.39K | +12.5% | $825,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 27.37K | -13.5% | $676,694 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 27.22K | -0.2% | $672,878 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 26.71K | -0.8% | $660,345 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 26.71K | -0.8% | $660,345 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 26.41K | -7.2% | $652,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 22.72K | +23.9% | $561,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 22.72K | +23.9% | $561,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Millennium Management ✦ | 18.65K | -51.5% | $460,979 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 32 | Man Group plc | 15.44K | Nieuw | $381,603 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 15.19K | -24.5% | $375,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 15.19K | -24.5% | $375,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mariner, LLC | 8.50K | Nieuw | $210,219 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.45K | Nieuw | $208,760 | 0.0% | New | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 8.42K | Nieuw | $208,192 | 0.0% | New | 1 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 8.09K | 0.0% | $200,010 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 4.55K | +1.9% | $112,476 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.49K | +36.8% | $86,224 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 3.49K | +36.8% | $86,224 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 3.49K | +36.8% | $86,224 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 3.43K | +0.7% | $84,466 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 3.43K | +0.7% | $84,466 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 1.77K | -22.7% | $43,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 12 | 0.0% | $297 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Man Group plc | $381,603 | 0.0% |
| Mariner, LLC | $210,219 | 0.0% |
| Mercer Global Advisors Inc… | $208,760 | 0.0% |
| Citadel Advisors | $208,192 | 0.0% |
Verlaten
| Focus Partners Wealth | $278,473 | was 0.0% |
| Susquehanna International… | $236,689 | was 0.0% |
| BlackRock | $4,726 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 10.53M aandelen, $286.29M 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