Effectdossier · gearchiveerd kwartaal
PSI
naam in afwachting van profielverwerking
41Gevolgde houders
+2Δ houders
2.89MGehouden aandelen
$541.39MGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.1% ·
aandelenstroom +4.8% ·
netto nieuwe posities +2.4%
· 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 | 41 | +2 | 2.89M | $541.39M | +5 | −4 |
| Q1 2026 | 41 | +1 | 3.26M | $307.66M | +4 | −3 |
| Q4 2025 | 40 | -1 | 3.29M | $259.45M | n/a | −1 |
| Q3 2025 | 5 | 0 | 261.47K | $18.39M | n/a | n/a |
| Q2 2025 | 2 | +1 | 14.97K | $897,701 | +1 | n/a |
| Q4 2024 | 1 | 0 | 4.01K | $232,259 | n/a | n/a |
| Q3 2024 | 1 | +1 | 39.36K | $2.26M | +1 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 491.42K | +20.0% | $92.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 427.46K | -3.6% | $80.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 227.09K | -15.9% | $42.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 180.09K | -11.8% | $33.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 147.33K | +31.5% | $27.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 121.79K | +219.8% | $22.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Captrust Financial Advisors | 118.25K | -16.9% | $22.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 111.30K | Nieuw | $20.90M | 0.0% | New | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 104.30K | +2.9% | $19.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 102.30K | -27.2% | $19.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 95.36K | -48.6% | $17.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 83.88K | +164.2% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 81.06K | +16.2% | $15.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 76.03K | +15.6% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 75.44K | -9.2% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 69.31K | +57.4% | $13.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 72.12K | +60.0% | $12.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 51.61K | -0.5% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 46.12K | +1.2% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 44.41K | +1.1% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 39.95K | Nieuw | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 34.12K | +1765.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Quantinno Capital Management LP | 15.53K | +233.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 12.71K | +16.7% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Mariner, LLC | 12.17K | +25.5% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 9.25K | Nieuw | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 7.24K | +18.6% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 5.96K | +7.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passief) | 4.56K | 0.0% | $856,459 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Neuberger Berman Group LLC | 4.32K | 0.0% | $811,946 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 3.89K | +3.9% | $692,276 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | Susquehanna International Group, Llp | 3.42K | -81.2% | $641,781 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.96K | +9.2% | $554,998 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | First Trust Advisors Lp | 2.60K | 0.0% | $487,392 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.27K | -2.5% | $238,647 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Northern Trust Corp | 1.24K | Nieuw | $232,146 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 1.30K | Nieuw | $206,927 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 891 | +16.0% | $167,348 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 259 | -5.5% | $48,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 229 | 0.0% | $43,011 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 1 | -90.9% | $188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $20.90M | 0.0% |
| D. E. Shaw & Co. | $7.50M | 0.0% |
| Qube Research & Technologies… | $1.74M | 0.0% |
| Northern Trust Corp | $232,146 | 0.0% |
| Wealth Enhancement Advisory… | $206,927 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $46.42M | was 0.0% |
| Bnp Paribas Financial Markets | $8.49M | was 0.0% |
| Goldman Sachs Group | $4.95M | was 0.0% |
| Citadel Advisors | $1.07M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 4.61M aandelen, $424.28M 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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