Effectdossier · gearchiveerd kwartaal
PMI
naam in afwachting van profielverwerking
18Gevolgde houders
0Δ houders
6.87MGehouden aandelen
$1.12MGerapporteerde waarde
+11Nieuwe posities
−11Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% — formule
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 | 18 | 0 | 6.87M | $1.12M | +11 | −11 |
| Q1 2026 | 19 | -2 | 304.40K | $316,652 | +3 | −5 |
| Q4 2025 | 22 | +7 | 283.69K | $495,986 | +8 | −1 |
| Q3 2025 | 2 | +1 | 209.21K | $1.78M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 2.52M | Nieuw | $413,018 | 0.0% | New | 1 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 2.14M | +3781.5% | $350,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 2.14M | +3781.5% | $350,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 2.14M | +3781.5% | $350,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 2.14M | +3781.5% | $350,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 2.14M | +3781.5% | $350,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 1.38M | Nieuw | $225,175 | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 1.38M | Nieuw | $225,175 | 0.0% | New | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 172.38K | Nieuw | $28,184 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 151.01K | +2052.4% | $24,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 125.20K | +4494.5% | $20,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 115.53K | Nieuw | $18,891 | 0.0% | New | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 115.53K | Nieuw | $18,891 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 115.53K | Nieuw | $18,891 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mariner, LLC | 76.00K | Nieuw | $12,426 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 75.83K | Nieuw | $11,678 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 42.74K | Nieuw | $6,988 | 0.0% | New | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 38.60K | Nieuw | $6,310 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 26.83K | Nieuw | $4,387 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 2.22K | -5.2% | $364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.65K | -74.1% | $271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.65K | -74.1% | $271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.65K | -74.1% | $271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.42K | Nieuw | $232 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.40K | -42.6% | $229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Barclays Plc | 1.27K | -39.2% | $208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 35 | Nieuw | $0 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Vanguard Capital Management… | $413,018 | 0.0% |
| Jane Street Group, Llc | $225,175 | 0.0% |
| Jane Street Group, Llc | $225,175 | 0.0% |
| Renaissance Technologies | $28,184 | 0.0% |
| Cerity Partners LLC | $18,891 | 0.0% |
| Cerity Partners LLC | $18,891 | 0.0% |
| Cerity Partners LLC | $18,891 | 0.0% |
| Mariner, LLC | $12,426 | 0.0% |
| Wealth Enhancement Advisory… | $11,678 | 0.0% |
| Mercer Global Advisors Inc… | $6,988 | 0.0% |
| Captrust Financial Advisors | $6,310 | 0.0% |
| Creative Planning | $4,387 | 0.0% |
Verlaten
| State Street Global Advisors | $87,101 | was 0.0% |
| Geode Capital Management | $61,960 | was 0.0% |
| Northern Trust Corp | $18,644 | was 0.0% |
| New York State Common… | $18,608 | was 0.0% |
| Charles Schwab Investment… | $16,775 | was 0.0% |
| BlackRock | $14,028 | was 0.0% |
| Rhumbline Advisers | $8,901 | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $2,437 | was 0.0% |
| JPMorgan Chase | $2,195 | was 0.0% |
| Russell Investments Group… | $1,110 | was 0.0% |
| Citigroup Inc | $263 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 394.19K aandelen, $496,661 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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