Effectdossier · gearchiveerd kwartaal
PEY
naam in afwachting van profielverwerking
41Gevolgde houders
+5Δ houders
12.76MGehouden aandelen
$295.97MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.9% ·
aandelenstroom +0.4% ·
netto nieuwe posities +12.2%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 34.43K | $794,639 | +1 | n/a |
| Q2 2026 | 41 | +5 | 12.76M | $295.97M | +5 | n/a |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | n/a |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | n/a |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | n/a | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | n/a | −1 |
| Q2 2024 | 3 | n/a | 72.94K | $1.43M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.50M | -0.9% | $104.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.40M | +0.6% | $55.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.35M | -0.7% | $31.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 948.15K | +3.7% | $21.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 655.74K | +2.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 395.56K | -4.1% | $9.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 313.70K | +21.6% | $7.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | UBS Group AG | 311.99K | -4.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 270.62K | +5.9% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 195.85K | -4.2% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 168.24K | +10.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 138.03K | +2.9% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 108.84K | +2.2% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 98.31K | +7.5% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 91.62K | Nieuw | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 74.03K | -1.5% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 71.88K | -6.6% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 68.67K | -48.4% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 54.72K | +6.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 37.01K | +4.1% | $857,808 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 36.32K | -20.8% | $841,921 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Creative Planning | 35.19K | +6.9% | $815,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 32.55K | +0.4% | $771,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 32.76K | -24.6% | $759,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 30.18K | 0.0% | $699,572 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 30.13K | -4.2% | $698,428 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Cerity Partners LLC | 19.35K | +0.8% | $448,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 18.52K | -2.1% | $429,328 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 13.02K | +0.1% | $301,758 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 12.51K | Nieuw | $289,935 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 11.43K | Nieuw | $265,040 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 10.55K | 0.0% | $244,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 35 | BlackRock ✦ (passief) | 1.35K | +68.8% | $31,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 1.15K | +114900.0% | $26,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.02K | Nieuw | $23,574 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 716 | 0.0% | $16,597 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 546 | 0.0% | $12,656 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 172 | 0.0% | $3,987 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Citigroup Inc | 1 | Nieuw | $23 | 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
| Stifel Financial Corp | $2.12M | 0.0% |
| D. E. Shaw & Co. | $289,935 | 0.0% |
| Citadel Advisors | $265,040 | 0.0% |
| Us Bancorp \De\ | $23,574 | 0.0% |
| Citigroup Inc | $23 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 174 houders, 17.20M aandelen, $359.56M 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.
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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