Effectdossier · gearchiveerd kwartaal
QQQJ
naam in afwachting van profielverwerking
47Gevolgde houders
+6Δ houders
5.02MGehouden aandelen
$181.42MGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.6% ·
aandelenstroom +17.9% ·
netto nieuwe posities +12.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 24.52K | $1.09M | n/a | n/a |
| Q2 2026 | 41 | -4 | 5.58M | $253.04M | +2 | −7 |
| Q1 2026 | 47 | +6 | 5.02M | $181.42M | +7 | −1 |
| Q4 2025 | 40 | 0 | 4.25M | $156.67M | n/a | n/a |
| Q3 2025 | 4 | 0 | 260.67K | $9.33M | +1 | −1 |
| Q2 2025 | 2 | 0 | 9.98K | $319,037 | n/a | n/a |
| Q1 2025 | 1 | 0 | 244.05K | $7.08M | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.67K | $113,206 | n/a | n/a |
| Q3 2024 | 1 | -2 | 45.73K | $1.39M | n/a | −2 |
| Q2 2024 | 3 | n/a | 315.05K | $8.78M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.19M | +1.7% | $43.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 539.94K | +15.5% | $19.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 528.56K | -21.1% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Jones Financial Companies Lllp | 523.05K | +43.5% | $18.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 475.44K | +346.9% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 347.07K | +17.8% | $12.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 312.11K | +10.9% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 181.54K | +31.1% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 170.87K | -3.7% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 125.40K | +62.5% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wealthfront Advisers LLC | 84.28K | +11.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 83.92K | +8.2% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Nomura Asset Management Co Ltd | 46.50K | Nieuw | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 45.13K | -0.4% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 43.06K | -0.5% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 42.36K | +30.6% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mirae Asset Global Investments Co.… | 26.86K | -4.3% | $972,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 21.94K | +4.7% | $794,423 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 21.41K | Nieuw | $775,256 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 19.01K | +50.1% | $688,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 18.89K | +4.5% | $684,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 18.23K | -8.4% | $675,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 17.73K | +30.8% | $641,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 13.96K | +0.2% | $505,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 13.77K | +108.4% | $498,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 12.20K | +7823.4% | $441,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 10.17K | Nieuw | $368,219 | 0.0% | New | 1 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 9.36K | n/a | $338,962 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Hrt Financial Lp | 9.25K | Nieuw | $334,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 9.16K | 0.0% | $331,647 | 0.0% | Held | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 9.43K | +48.2% | $327,236 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | TD Waterhouse Canada Inc. | 8.75K | -8.7% | $321,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 8.81K | +0.3% | $318,940 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Mml Investors Services, Llc | 7.56K | -34.5% | $273,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 7.45K | +167.6% | $269,873 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Mercer Global Advisors Inc /Adv | 7.00K | -0.7% | $253,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 5.57K | Nieuw | $201,509 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 3.92K | +59.0% | $142,138 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 1.55K | -36.8% | $56,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 1.18K | Nieuw | $42,547 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 855 | +20.4% | $30,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 782 | +0.1% | $28,303 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Cwm, Llc | 774 | +51.5% | $28,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 210 | +707.7% | $7,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Simplex Trading, Llc | 34 | Nieuw | $1,231 | 0.0% | New | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 10 | 0.0% | $363 | 0.0% | Held | 2 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 2 | 0.0% | $73 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Nomura Asset Management Co Ltd | $1.68M | 0.0% |
| Goldman Sachs Group | $775,256 | 0.0% |
| Jane Street Group, Llc | $368,219 | 0.0% |
| Hrt Financial Lp | $334,000 | 0.0% |
| Stifel Financial Corp | $201,509 | 0.0% |
| Fifth Third Bancorp | $42,547 | 0.0% |
| Simplex Trading, Llc | $1,231 | 0.0% |
Verlaten
| Susquehanna International… | $1.25M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 169 houders, 8.57M aandelen, $286.09M 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: Q1 2026 ·
Methodologie ·
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