Effectdossier · gearchiveerd kwartaal
RSPU
naam in afwachting van profielverwerking
33Gevolgde houders
+3Δ houders
1.95MGehouden aandelen
$158.67MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +0.9% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +3 | 1.95M | $158.67M | +4 | −1 |
| Q1 2026 | 30 | +1 | 1.94M | $157.17M | +4 | −3 |
| Q4 2025 | 29 | +1 | 1.93M | $144.09M | +2 | −1 |
| Q3 2025 | 4 | 0 | 256.09K | $19.63M | — | — |
| Q2 2025 | 2 | -1 | 9.49K | $674,827 | — | −1 |
| Q1 2025 | 2 | +1 | 41.25K | $2.87M | +1 | — |
| Q4 2024 | 1 | +1 | 12.95K | $850,941 | +1 | — |
| Q2 2024 | 1 | — | 9.49K | $550,967 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 593.61K | +1.7% | $48.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 420.12K | -1.6% | $34.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 420.12K | -1.6% | $34.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 219.21K | +22.4% | $17.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 219.21K | +22.4% | $17.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 164.27K | +7.7% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 164.27K | +7.7% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 122.71K | -1.6% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 122.71K | -1.6% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 122.71K | -1.6% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 64.97K | +19.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 64.97K | +19.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 49.51K | -1.7% | $4.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 49.51K | -1.7% | $4.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 41.29K | +72.2% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 34.75K | +36.5% | $2.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 34.75K | +36.5% | $2.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 34.75K | +36.5% | $2.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 34.75K | +36.5% | $2.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 33.11K | +15.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 32.50K | +4.3% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 32.50K | +4.3% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 31.34K | +10.1% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 23.39K | +6.4% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 23.37K | +2.1% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 18.19K | -36.0% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 17.92K | -17.2% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 13.70K | Nieuw | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 8.30K | -10.6% | $673,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 6.56K | -0.2% | $532,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Lido Advisors, LLC | 6.52K | +21.3% | $528,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 6.10K | 0.0% | $495,136 | 0.0% | Held | 3 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 6.05K | +132.1% | $491,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 5.31K | +97.0% | $430,963 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 2.60K | -94.8% | $210,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Creative Planning | 2.53K | -7.4% | $205,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 2.51K | -57.7% | $203,799 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.64K | +1.3% | $133,076 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.06K | -3.2% | $85,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 557 | 0.0% | $45,190 | 0.0% | Held | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 340 | +4.6% | $27,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 277 | Nieuw | $22,152 | 0.0% | New | 1 | SEC ↗ |
| 43 | Simplex Trading, Llc | 62 | Nieuw | $5,030 | 0.0% | New | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 60 | Nieuw | $4,868 | 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
| First Trust Advisors Lp | $1.11M | 0.0% |
| Bank Of Montreal /Can/ | $22,152 | 0.0% |
| Simplex Trading, Llc | $5,030 | 0.0% |
| Qube Research & Technologies… | $4,868 | 0.0% |
Verlaten
| Two Sigma Investments | $3.11M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 127 houders, 3.30M aandelen, $255.81M 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: Q2 2026 ·
Methodologie ·
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