Effectdossier · gearchiveerd kwartaal
QUS
naam in afwachting van profielverwerking
41Gevolgde houders
+8Δ houders
3.47MGehouden aandelen
$595.30MGerapporteerde waarde
+12Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +24.2% ·
aandelenstroom -4.1% ·
netto nieuwe posities +19.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 1 | 0 | 11.80K | $2.29M | n/a | −1 |
| Q2 2026 | 35 | -4 | 3.41M | $637.58M | +3 | −8 |
| Q1 2026 | 41 | +8 | 3.47M | $595.30M | +12 | −4 |
| Q4 2025 | 33 | -1 | 3.61M | $629.24M | n/a | −1 |
| Q3 2025 | 6 | +1 | 344.90K | $59.05M | +1 | n/a |
| Q2 2025 | 2 | +1 | 23.34K | $3.81M | +1 | n/a |
| Q4 2024 | 1 | 0 | 13.22K | $2.05M | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.62K | $1.36M | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.88K | $3.08M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.06M | +1.2% | $352.95M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 352.80K | +5.9% | $60.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 220.50K | -43.3% | $37.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 213.36K | +8.4% | $36.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 203.95K | +2.8% | $35.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 125.07K | -24.1% | $21.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 67.32K | -1.5% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 43.27K | +20.4% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 33.50K | -32.8% | $5.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 27.66K | -2.7% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Quantinno Capital Management LP | 26.41K | -8.3% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 21.39K | -0.3% | $3.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 10.35K | -0.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.07K | Nieuw | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 9.75K | Nieuw | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 8.23K | +12.0% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 4.82K | Nieuw | $826,790 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 3.98K | +19.4% | $670,294 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Osaic Holdings, Inc. | 3.22K | +9.4% | $553,092 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 3.00K | -5.2% | $514,318 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 2.80K | -74.5% | $480,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 2.75K | -59.5% | $472,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 2.55K | -10.2% | $437,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 2.13K | Nieuw | $364,967 | 0.0% | New | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 2.07K | +22.2% | $354,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 2.03K | 0.0% | $349,013 | 0.0% | Held | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.30K | Nieuw | $223,819 | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 1.23K | Nieuw | $210,255 | 0.0% | New | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 1.16K | 0.0% | $198,587 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.06K | Nieuw | $178,430 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 952 | +50.2% | $163,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 944 | Nieuw | $162,028 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 643 | Nieuw | $110,365 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 450 | 0.0% | $77,238 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 423 | -71.3% | $72,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 250 | Nieuw | $42,910 | 0.0% | New | 1 | SEC ↗ |
| 37 | Citigroup Inc | 200 | 0.0% | $34,328 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 148 | -12.4% | $25,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 51 | Nieuw | $8,754 | 0.0% | New | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 43 | 0.0% | $7,381 | 0.0% | Held | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 16 | Nieuw | $2,746 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.73M | 0.0% |
| Jane Street Group, Llc | $1.67M | 0.0% |
| Susquehanna International… | $826,790 | 0.0% |
| Fisher Asset Management | $364,967 | 0.0% |
| HighTower Advisors, LLC | $223,819 | 0.0% |
| Creative Planning | $210,255 | 0.0% |
| Jones Financial Companies Lllp | $178,430 | 0.0% |
| Bank Of Montreal /Can/ | $162,028 | 0.0% |
| BlackRock | $110,365 | 0.0% |
| Northwestern Mutual Wealth… | $42,910 | 0.0% |
| Assetmark, Inc | $8,754 | 0.0% |
| UBS AM, a distinct business… | $2,746 | 0.0% |
Verlaten
| Two Sigma Investments | $1.55M | was 0.0% |
| Mml Investors Services, Llc | $252,685 | was 0.0% |
| Rockefeller Capital… | $191,952 | was 0.0% |
| Us Bancorp \De\ | $17,560 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 185 houders, 6.27M aandelen, $1.07B 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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