Effectdossier · gearchiveerd kwartaal
RM
naam in afwachting van profielverwerking
62Gevolgde houders
+4Δ houders
4.75MGehouden aandelen
$153.24MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom +3.2% ·
netto nieuwe posities +6.5%
· 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 | 61 | 0 | 4.80M | $197.53M | +4 | −3 |
| Q1 2026 | 62 | +4 | 4.75M | $153.24M | +6 | −2 |
| Q4 2025 | 58 | -2 | 4.72M | $182.84M | n/a | −2 |
| Q3 2025 | 17 | +2 | 2.84M | $110.50M | +2 | n/a |
| Q2 2025 | 12 | -2 | 2.75M | $80.30M | n/a | −2 |
| Q1 2025 | 11 | +1 | 1.07M | $32.36M | +1 | n/a |
| Q4 2024 | 10 | 0 | 1.07M | $36.22M | n/a | n/a |
| Q3 2024 | 9 | +1 | 877.23K | $28.70M | +1 | n/a |
| Q2 2024 | 8 | n/a | 946.63K | $27.21M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.14M | -0.3% | $36.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 2 | Dimensional Fund Advisors Lp | 692.03K | +0.1% | $22.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 344.84K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 260.87K | +10.6% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 223.23K | -8.2% | $7.20M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 212.59K | +4.0% | $6.86M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passief) | 173.98K | -0.8% | $5.61M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 162.80K | +8.2% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Charles Schwab Investment… | 159.83K | -12.5% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 159.59K | -26.9% | $5.15M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Sei Investments Co | 157.15K | +117.9% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 108.44K | +2.5% | $3.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Northern Trust Corp | 92.63K | +1.0% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Morgan Stanley ✦ | 83.79K | +24.4% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 15 | Bank of New York Mellon Corp | 75.89K | -5.0% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | AQR Capital Management ✦ | 63.60K | +57.7% | $2.05M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 17 | Fidelity (FMR) ✦ | 62.59K | +9.6% | $2.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 46.09K | +4.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | UBS Group AG | 34.87K | -15.6% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | State Of Wisconsin Investment Board | 34.07K | +4.3% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 33.62K | -10.7% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Lazard Asset Management Llc | 31.14K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 30.16K | +66.4% | $972,757 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Millennium Management ✦ | 28.31K | +117.4% | $913,094 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | First Trust Advisors Lp | 27.74K | -0.9% | $894,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Nomura Asset Management… | 26.10K | 0.0% | $842,000 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 23.62K | +93.8% | $761,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Nuveen, LLC | 21.61K | +0.5% | $697,084 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Prudential Financial Inc | 21.16K | -15.6% | $682,571 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Universal- Beteiligungs- und… | 19.60K | 0.0% | $632,100 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 14.67K | -6.4% | $473,237 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Franklin Resources Inc | 14.51K | Nieuw | $467,948 | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Voya Investment Management Llc | 14.35K | -0.5% | $462,917 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 13.54K | -4.4% | $436,826 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 13.38K | +56.9% | $424,784 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 36 | Rhumbline Advisers | 12.05K | -0.6% | $388,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Allspring Global Investments… | 11.81K | +10.2% | $385,006 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Alliancebernstein L.P. | 9.90K | 0.0% | $383,625 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Creative Planning | 11.72K | +95.9% | $378,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 11.64K | Nieuw | $375,390 | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Bank Of America Corp /De/ | 11.38K | -27.3% | $366,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Barclays Plc | 9.43K | -53.5% | $303,957 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Citadel Advisors ✦ | 8.01K | Nieuw | $258,194 | 0.0% | New | 1 | SEC ↗ ×2 |
| 44 | Canada Pension Plan Investment Board | 6.90K | 0.0% | $222,525 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 6.74K | +109.1% | $217,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 6.42K | Nieuw | $208,000 | 0.0% | New | 1 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 5.58K | -28.7% | $180,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.31K | +2.4% | $138,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 3.97K | +2.5% | $128,095 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 50 | Wells Fargo & Company/Mn | 3.63K | -64.1% | $117,229 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | New York State Common Retirement… | 3.47K | 0.0% | $111,843 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Cwm, Llc | 970 | -5.1% | $31,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Legal & General Group Plc | 812 | -1.9% | $26,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Citigroup Inc | 604 | -35.7% | $19,479 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | California State Teachers… | 490 | -12.2% | $15,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 475 | +6685.7% | $15,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 214 | -33.3% | $6,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Optiver Holding B.V. | 100 | +19.1% | $3,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 81 | +350.0% | $2,612 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 58 | Nieuw | $1,871 | 0.0% | New | 1 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 9 | 0.0% | $282 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 5 | -98.0% | $0 | 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
| Lazard Asset Management Llc | $1.00M | 0.0% |
| Franklin Resources Inc | $467,948 | 0.0% |
| Marshall Wace | $375,390 | 0.0% |
| Citadel Advisors | $258,194 | 0.0% |
| T. Rowe Price | $208,000 | 0.0% |
| Fifth Third Bancorp | $1,871 | 0.0% |
Verlaten
| Hsbc Holdings Plc | $496,470 | was 0.0% |
| Group One Trading Llc | $3,875 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 8.17M aandelen, $255.91M 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.
Open-market aankopen (P)
Aug 12
Lamba Lakhbir S.
Officer, Director · President and CEO · 3.50K aand @ 31.76 · $111,160
Aug 11
Lamba Lakhbir S.
Officer, Director · President and CEO · 6.50K aand @ 31.59 · $205,335
Open-market verkopen (S)
Sep 17
Forager Fund, L.P.
10% owner · 10.40K aand · $335,120
Sep 16
Forager Fund, L.P.
10% owner · 9.06K aand · $291,770
Sep 15
Forager Fund, L.P.
10% owner · 9.86K aand · $317,987
Sep 01
BASSWOOD CAPITAL…
Director, 10% owner · 1.16K aand · $36,682
Aug 24
Atwood Catherine R
Officer · 200 aand · $7,000
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Jul 29
SC 13G/A: BlackRock, Inc.
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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