Effectdossier · gearchiveerd kwartaal
QDEF
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
4.19MGehouden aandelen
$334.76MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.3% · netto nieuwe posities 0.0% — formule
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 | 30 | +1 | 4.20M | $365.46M | +1 | — |
| Q1 2026 | 29 | 0 | 4.19M | $334.76M | — | — |
| Q4 2025 | 29 | -1 | 4.14M | $335.16M | — | −1 |
| Q3 2025 | 5 | 0 | 131.48K | $10.52M | — | — |
| Q2 2025 | 2 | -1 | 9.07K | $671,631 | — | −1 |
| Q1 2025 | 2 | +1 | 27.06K | $1.89M | +1 | — |
| Q4 2024 | 1 | 0 | 8.73K | $613,260 | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.44M | — | — |
| Q2 2024 | 1 | — | 7.67K | $502,740 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 3.42M | +1.6% | $272.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northern Trust Corp | 3.42M | +1.6% | $272.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 180.84K | +3.0% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 91.41K | +9.6% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 91.41K | +9.6% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 90.95K | +28.3% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.95K | +28.3% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 82.08K | +22.5% | $6.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 68.95K | -0.9% | $5.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 68.95K | -0.9% | $5.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Creative Planning | 30.00K | 0.0% | $2.39M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 23.66K | +1.5% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 23.66K | +1.5% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 23.55K | -48.9% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 19.26K | -52.5% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 19.12K | +0.9% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Blair William & Co/Il | 18.17K | -1.2% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 16.82K | +0.1% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 16.82K | +0.1% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 16.82K | +0.1% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 16.82K | +0.1% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 16.25K | -23.5% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citigroup Inc | 13.71K | +417.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 13.50K | +0.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 9.66K | -9.3% | $771,340 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 9.06K | +56.8% | $708,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.34K | -14.3% | $665,395 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 8.01K | -0.8% | $638,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 7.71K | -6.9% | $615,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 7.32K | +15.6% | $584,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 5.93K | -66.7% | $473,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 5.75K | +3.4% | $458,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 3.92K | 0.0% | $312,974 | 0.0% | Held | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 2.04K | +15.7% | $163,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.70K | -2.9% | $135,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.70K | -2.9% | $135,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.05K | 0.0% | $83,731 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1 | -99.7% | $73 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 4.79M aandelen, $380.20M 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: Q1 2026 ·
Methodologie ·
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