Effectdossier · gearchiveerd kwartaal
PROP
naam in afwachting van profielverwerking
54Gevolgde houders
+2Δ houders
11.52MGehouden aandelen
$23.37MGerapporteerde waarde
+6Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +3.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | -7 | 14.53M | $10.48M | +7 | −14 |
| Q1 2026 | 54 | +2 | 11.52M | $23.37M | +6 | −4 |
| Q4 2025 | 51 | -1 | 8.25M | $13.94M | +1 | −2 |
| Q3 2025 | 13 | +2 | 5.25M | $10.42M | +2 | — |
| Q2 2025 | 8 | +1 | 4.06M | $12.16M | +2 | −1 |
| Q1 2025 | 4 | +1 | 1.41M | $7.56M | +2 | −1 |
| Q4 2024 | 3 | +1 | 348.02K | $2.41M | +1 | — |
| Q3 2024 | 1 | 0 | 121.97K | $1.07M | — | — |
| Q2 2024 | 1 | — | 104.68K | $1.14M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.04M | +13.4% | $4.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Vanguard Capital Management Llc | 1.50M | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 1.38M | +340.4% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 940.42K | +397.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passief) | 887.34K | +14.0% | $1.80M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 567.92K | +96.7% | $1.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 522.33K | +391.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 452.86K | +138.3% | $919,309 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | Group One Trading Llc | 431.13K | +779.5% | $875,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Simplex Trading, Llc | 304.29K | +44192.0% | $617,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 299.21K | -29.4% | $607,406 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Northern Trust Corp | 239.70K | +4.0% | $486,585 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 222.70K | +1480.0% | $452,089 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Lazard Asset Management Llc | 158.71K | -83.5% | $322,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | IMC-Chicago, LLC | 154.15K | Nieuw | $312,925 | 0.0% | New | 1 | SEC ↗ |
| 16 | CIBC Bancorp USA Inc. | 144.62K | — | $293,577 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 135.90K | +526.3% | $275,871 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Two Sigma Investments ✦ | 94.72K | Nieuw | $192,280 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 82.54K | +5.0% | $167,556 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Cetera Investment Advisers | 81.03K | +300.2% | $164,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 79.20K | +13.4% | $160,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 70.72K | -22.2% | $143,566 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Corient Private Wealth LP | 69.98K | -42.7% | $142,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Charles Schwab Investment… | 69.64K | -27.4% | $141,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cibc World Market Inc. | 66.00K | Nieuw | $133,980 | 0.0% | New | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 55.78K | -64.7% | $113,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Deutsche Bank Ag\ | 52.93K | -12.2% | $107,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 39.41K | Nieuw | $80,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Nuveen, LLC | 36.65K | 0.0% | $74,396 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 30 | Alliancebernstein L.P. | 39.10K | 0.0% | $66,079 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Barclays Plc | 27.92K | -38.0% | $56,674 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | American Century Companies Inc | 26.43K | +42.5% | $53,651 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 24.91K | +17.8% | $50,577 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Mariner, LLC | 21.70K | +82.2% | $44,046 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 18.01K | +1928.5% | $36,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rhumbline Advisers | 17.25K | +3.3% | $35,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 16.90K | -50.7% | $34,301 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Wealth Enhancement Advisory… | 12.51K | Nieuw | $30,139 | 0.0% | New | 1 | SEC ↗ |
| 39 | LPL Financial LLC | 14.57K | -4.0% | $29,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 14.55K | +17.6% | $28,952 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.70K | +2.9% | $27,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Commonwealth Equity Services, Llc | 13.53K | 0.0% | $27,470 | 0.0% | Held | 2 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 12.52K | 0.0% | $26,000 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 12.72K | -20.1% | $25,819 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Creative Planning | 12.18K | Nieuw | $24,719 | 0.0% | New | 1 | SEC ↗ |
| 46 | New York State Common Retirement… | 9.00K | 0.0% | $18,270 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 7.02K | +13.0% | $14,257 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 4.61K | +11.6% | $9,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 4.38K | +67.9% | $9,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 4.12K | +2.3% | $8,358 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Legal & General Group Plc | 1.97K | 0.0% | $3,991 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 1.85K | +144.1% | $3,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 1.40K | +76.0% | $2,840 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Optiver Holding B.V. | 219 | +22.4% | $445 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| IMC-Chicago, LLC | $312,925 | 0.0% |
| Two Sigma Investments | $192,280 | 0.0% |
| Cibc World Market Inc. | $133,980 | 0.0% |
| Hrt Financial Lp | $80,000 | 0.0% |
| Wealth Enhancement Advisory… | $30,139 | 0.0% |
| Creative Planning | $24,719 | 0.0% |
Verlaten
| Squarepoint Ops LLC | $82,122 | was 0.0% |
| Stifel Financial Corp | $47,323 | was 0.0% |
| Raymond James Financial Inc | $21,772 | was 0.0% |
| California State Teachers… | $2,985 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 116 houders, 18.03M aandelen, $36.24M 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.
Open-market aankopen (P)
Sep 03
Frommer Richard N.
Director · 28.00K aand @ 0.45 · $12,600
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Aug 04
SC 13G — PSM Holdings LLC
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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