Effectdossier · gearchiveerd kwartaal
RVT
naam in afwachting van profielverwerking
40Gevolgde houders
+5Δ houders
24.37MGehouden aandelen
$404.57MGerapporteerde waarde
+7Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +2.0% ·
netto nieuwe posities +12.5%
— 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 | 40 | +1 | 24.65M | $455.29M | +4 | −3 |
| Q1 2026 | 40 | +5 | 24.37M | $404.57M | +7 | −2 |
| Q4 2025 | 35 | -1 | 23.89M | $384.63M | — | −1 |
| Q3 2025 | 3 | +1 | 5.75M | $92.78M | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.11M | -2.3% | $101.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.11M | -2.3% | $101.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.11M | -2.3% | $101.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.11M | -2.3% | $101.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 5.84M | +1.9% | $96.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.84M | +1.9% | $96.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.83M | -1.3% | $47.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.83M | -1.3% | $47.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.83M | -1.3% | $47.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 2.28M | +1.0% | $37.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.69M | +14.5% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.69M | +14.5% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.69M | +14.5% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.62M | +0.8% | $26.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.62M | +0.8% | $26.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.62M | +0.8% | $26.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 825.09K | +5.3% | $13.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lazard Asset Management Llc | 612.32K | -0.6% | $10.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 582.11K | -6.8% | $9.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 582.11K | -6.8% | $9.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 344.83K | +1.9% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 294.68K | +126.5% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 257.19K | -3.6% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Allspring Global Investments… | 189.15K | +0.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 177.80K | +1.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 131.09K | +9.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | First Trust Advisors Lp | 85.99K | +20.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 71.23K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 62.28K | +131.6% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 51.22K | -49.8% | $850,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 51.22K | -49.8% | $850,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 43.56K | +12.1% | $723,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 34.99K | +14.3% | $580,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 28.32K | +1.3% | $470,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 28.32K | +1.3% | $470,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 25.78K | 0.0% | $427,915 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 25.21K | -9.8% | $418,486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 25.21K | -9.8% | $418,486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 24.83K | Nieuw | $412,178 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 24.01K | Nieuw | $398,966 | 0.0% | New | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 19.24K | +55.0% | $319,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 15.72K | +1.8% | $261,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 15.60K | +0.7% | $258,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 13.15K | +3.1% | $218,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 13.15K | +3.1% | $218,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 13.15K | +3.1% | $218,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 13.15K | +3.1% | $218,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 13.07K | -4.8% | $217,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Truist Financial Corp | 11.94K | -0.5% | $198,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cwm, Llc | 11.42K | +576.5% | $189,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Assetmark, Inc | 3.70K | +176.4% | $61,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 3.07K | Nieuw | $50,979 | 0.0% | New | 1 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 407 | 0.0% | $6,748 | 0.0% | Held | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 292 | 0.0% | $4,712 | 0.0% | Held | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 292 | 0.0% | $4,712 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 38 | Nieuw | $633 | 0.0% | New | 1 | SEC ↗ |
| 57 | Citigroup Inc | 7 | Nieuw | $116 | 0.0% | New | 1 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 5 | Nieuw | $83 | 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 | $1.18M | 0.0% |
| Susquehanna International… | $412,178 | 0.0% |
| Cerity Partners LLC | $398,966 | 0.0% |
| UBS AM, a distinct business… | $50,979 | 0.0% |
| Fidelity (FMR) | $633 | 0.0% |
| Citigroup Inc | $116 | 0.0% |
| Rockefeller Capital… | $83 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $214,148 | was 0.0% |
| Jones Financial Companies Lllp | $5,233 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 198 houders, 35.84M aandelen, $558.44M 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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