Effectdossier · gearchiveerd kwartaal
RLY
naam in afwachting van profielverwerking
30Gevolgde houders
+3Δ houders
7.34MGehouden aandelen
$265.49MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +25.9% ·
netto nieuwe posities +10.0%
— 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 | 28 | -1 | 9.34M | $322.45M | +2 | −3 |
| Q1 2026 | 30 | +3 | 7.34M | $265.49M | +4 | −1 |
| Q4 2025 | 27 | -1 | 5.83M | $183.48M | — | −1 |
| Q3 2025 | 3 | +1 | 846.65K | $26.14M | +1 | — |
| Q4 2024 | 1 | 0 | 14.27K | $385,656 | — | — |
| Q3 2024 | 1 | 0 | 14.61K | $419,949 | — | — |
| Q2 2024 | 1 | — | 23.05K | $636,899 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.95M | +25.8% | $70.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 963.99K | +138.9% | $34.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 963.99K | +138.9% | $34.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 948.99K | -0.9% | $34.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 888.05K | +7.1% | $32.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 888.05K | +7.1% | $32.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 733.73K | +65.5% | $26.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 493.09K | -23.9% | $17.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 276.86K | -2.9% | $10.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cwm, Llc | 212.12K | +1631600.0% | $7.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 186.87K | -14.2% | $6.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 186.87K | -14.2% | $6.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 137.88K | +26.8% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 137.88K | +26.8% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 119.53K | +18.8% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 119.53K | +18.8% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 91.53K | +560.7% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 91.53K | +560.7% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 91.53K | +560.7% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 76.67K | +2676.0% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 76.67K | +2676.0% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 62.20K | +6.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 44.26K | -2.1% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 39.46K | +16.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 27.54K | -0.7% | $995,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 27.54K | -0.7% | $995,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 25.23K | +79.8% | $911,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 19.96K | -11.3% | $721,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 12.32K | +44.8% | $445,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 11.23K | +2.4% | $405,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 11.23K | +2.4% | $405,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 7.35K | -82.4% | $265,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 3.90K | -1.0% | $141,069 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 3.21K | Nieuw | $116,077 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.97K | Nieuw | $71,252 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 1.96K | -8.3% | $70,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 256 | 0.0% | $9,254 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 9 | 0.0% | $334 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Simplex Trading, Llc | 2 | Nieuw | $72 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1 | Nieuw | $36 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $116,077 | 0.0% |
| Us Bancorp \De\ | $71,252 | 0.0% |
| Simplex Trading, Llc | $72 | 0.0% |
| Fidelity (FMR) | $36 | 0.0% |
Verlaten
| Qube Research & Technologies… | $5,567 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 150 houders, 22.73M aandelen, $707.47M 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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