Effectdossier · gearchiveerd kwartaal
PID
naam in afwachting van profielverwerking
38Gevolgde houders
+3Δ houders
11.52MGehouden aandelen
$256.49MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.6% ·
aandelenstroom -4.8% ·
netto nieuwe posities +7.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.89K | $2.88M | n/a | n/a |
| Q2 2026 | 36 | 0 | 11.38M | $252.82M | +1 | −2 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | n/a | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | n/a | n/a |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | n/a | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | n/a |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | n/a | 31.89K | $571,540 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.28M | -3.0% | $28.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 717.59K | +12.8% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 279.73K | +3.7% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 231.35K | +0.6% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 219.92K | +0.2% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 196.83K | +0.8% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 177.75K | -2.0% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 113.53K | -5.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Creative Planning | 109.89K | +2.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 106.42K | -7.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 88.31K | +0.4% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 62.06K | -50.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 60.89K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 45.59K | +0.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 36.02K | Nieuw | $801,371 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 29.79K | Nieuw | $662,800 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 16.51K | Nieuw | $367,305 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 14.91K | +15.2% | $331,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 13.50K | Nieuw | $300,322 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 9.20K | +16.7% | $204,614 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 8.28K | -1.5% | $183,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 4.56K | 0.0% | $101,442 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 4.50K | -11.9% | $100,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 3.17K | -6.5% | $70,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 36 | Us Bancorp \De\ | 2.13K | -19.6% | $47,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 1.93K | 0.0% | $42,978 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 203 | +1591.7% | $4,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $801,371 | 0.0% |
| Citadel Advisors | $662,800 | 0.0% |
| Fifth Third Bancorp | $367,305 | 0.0% |
| Two Sigma Investments | $300,322 | 0.0% |
Verlaten
| Qube Research & Technologies… | $462 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 156 houders, 17.53M aandelen, $381.93M 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: Q1 2026 ·
Methodologie ·
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