Effectdossier · gearchiveerd kwartaal
PRN
naam in afwachting van profielverwerking
31Gevolgde houders
+3Δ houders
657.26KGehouden aandelen
$171.28MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.7% ·
aandelenstroom +10.3% ·
netto nieuwe posities +9.7%
— 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 | +3 | 657.26K | $171.28M | +5 | −2 |
| Q1 2026 | 28 | 0 | 595.79K | $115.89M | +2 | −2 |
| Q4 2025 | 28 | 0 | 669.31K | $116.86M | — | — |
| Q3 2025 | 6 | -1 | 217.33K | $37.55M | — | −1 |
| Q2 2025 | 4 | +2 | 31.60K | $4.96M | +2 | — |
| Q1 2025 | 1 | 0 | 6.71K | $923,621 | — | — |
| Q4 2024 | 1 | +1 | 7.16K | $1.10M | +1 | — |
| Q2 2024 | 1 | — | 7.37K | $982,995 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 122.12K | +4.6% | $31.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 103.15K | -4.0% | $26.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 103.15K | -4.0% | $26.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 86.73K | +19.9% | $22.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 86.73K | +19.9% | $22.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 86.73K | +19.9% | $22.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 81.86K | +18.4% | $21.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 71.88K | +0.5% | $18.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 71.88K | +0.5% | $18.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 30.73K | +393.8% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.73K | +393.8% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 28.98K | 0.0% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 26.72K | -4.1% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 26.72K | -4.1% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.49K | -8.9% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 15.02K | +1.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 13.87K | +39.2% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 12.32K | -12.7% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 9.10K | Nieuw | $2.37M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.21K | +54.4% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 6.09K | -19.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 4.57K | -28.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 3.96K | -2.3% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cibc World Market Inc. | 3.44K | -9.7% | $897,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 2.43K | 0.0% | $634,045 | 0.0% | Held | 5 | SEC ↗ |
| 26 | Stifel Financial Corp | 2.23K | +83.1% | $581,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 1.67K | Nieuw | $434,342 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.33K | 0.0% | $347,798 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 1.33K | 0.0% | $347,798 | 0.0% | Held | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.15K | 0.0% | $293,823 | 0.0% | Held | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.15K | 0.0% | $293,823 | 0.0% | Held | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.15K | 0.0% | $293,823 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Captrust Financial Advisors | 1.07K | -17.7% | $278,663 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 944 | Nieuw | $246,109 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 893 | +55.0% | $232,683 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 893 | +55.0% | $232,683 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 100 | 0.0% | $26,071 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Belvedere Trading LLC | 100 | Nieuw | $26,071 | 0.0% | New | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 66 | Nieuw | $17,207 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 22 | 0.0% | $5,736 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 15 | 0.0% | $3,911 | 0.0% | Held | 3 | 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 | $2.37M | 0.0% |
| Citadel Advisors | $434,342 | 0.0% |
| Mariner, LLC | $246,109 | 0.0% |
| Belvedere Trading LLC | $26,071 | 0.0% |
| Qube Research & Technologies… | $17,207 | 0.0% |
Verlaten
| Goldman Sachs Group | $615,692 | was 0.0% |
| Bank Of Montreal /Can/ | $4,669 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 908.13K aandelen, $168.51M 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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