Effectdossier · gearchiveerd kwartaal
ROBT
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
4.68MGehouden aandelen
$215.88MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.65K | $393,715 | n/a | n/a |
| Q2 2026 | 32 | +1 | 4.38M | $246.36M | +3 | −2 |
| Q1 2026 | 32 | 0 | 4.68M | $215.88M | +4 | −4 |
| Q4 2025 | 32 | -1 | 4.59M | $237.92M | n/a | −1 |
| Q3 2025 | 4 | +1 | 558.59K | $29.54M | +1 | n/a |
| Q2 2025 | 2 | 0 | 5.59K | $269,810 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.48K | $223,034 | n/a | n/a |
| Q4 2024 | 1 | -1 | 5.48K | $246,999 | n/a | −1 |
| Q3 2024 | 2 | 0 | 69.86K | $3.06M | n/a | n/a |
| Q2 2024 | 2 | n/a | 68.43K | $2.90M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 873.59K | -8.7% | $40.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 729.48K | +4.1% | $33.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 492.87K | +14.3% | $22.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 434.16K | +14.7% | $20.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 231.02K | +16.6% | $10.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 226.02K | -5.4% | $10.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 225.52K | +8.4% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 194.21K | +14.1% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Truist Financial Corp | 192.91K | +11.2% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 175.10K | +0.6% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Baird Financial Group, Inc. | 162.19K | -34.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 157.74K | -27.4% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 89.36K | -11.6% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 88.55K | Nieuw | $4.09M | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 74.51K | -1.8% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 66.86K | -8.4% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Jane Street Group, Llc | 61.14K | +1166.7% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 58.85K | -24.6% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 43.45K | -13.7% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 32.28K | -5.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 18.36K | -52.6% | $847,408 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Mercer Global Advisors Inc /Adv | 13.72K | Nieuw | $633,226 | 0.0% | New | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 11.62K | Nieuw | $536,289 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 9.30K | +5.7% | $429,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 7.63K | -20.8% | $352,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.41K | +487.5% | $65,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.39K | 0.0% | $64,070 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 1.06K | +8.1% | $48,884 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 1.04K | 0.0% | $48,237 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.03K | -15.6% | $47,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Fifth Third Bancorp | 514 | Nieuw | $23,726 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 48 | -80.8% | $2,215 | 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
| Susquehanna International… | $4.09M | 0.0% |
| Mercer Global Advisors Inc… | $633,226 | 0.0% |
| Goldman Sachs Group | $536,289 | 0.0% |
| Fifth Third Bancorp | $23,726 | 0.0% |
Verlaten
| Hrt Financial Lp | $258,000 | was 0.0% |
| Wealth Enhancement Advisory… | $233,245 | was 0.0% |
| HighTower Advisors, LLC | $220,339 | was 0.0% |
| TD Waterhouse Canada Inc. | $10,364 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 170 houders, 6.61M aandelen, $291.70M 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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