Effectdossier · gearchiveerd kwartaal
RVT
naam in afwachting van profielverwerking
40Gevolgde houders
+1Δ houders
24.65MGehouden aandelen
$455.29MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom +1.2% ·
netto nieuwe posities +2.5%
— 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.05M | +3.7% | $111.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.05M | +3.7% | $111.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.40M | +5.2% | $44.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 848.25K | +2.8% | $15.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Lazard Asset Management Llc | 612.32K | 0.0% | $11.31M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 484.01K | +40.4% | $8.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Allspring Global Investments… | 287.28K | +51.9% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 249.03K | -3.2% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 200.82K | +12.9% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 121.63K | -7.2% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 86.33K | +0.4% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 73.50K | +3.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 68.24K | +170.7% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 65.75K | -77.7% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 50.04K | -19.7% | $924,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 45.95K | +5.5% | $848,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 29.81K | -14.8% | $550,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 29.60K | +4.5% | $546,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 29.60K | +4.5% | $546,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Brown Advisory Inc | 28.74K | +11.5% | $530,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 22.45K | -6.5% | $415,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 21.09K | +9.6% | $389,541 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 18.09K | -64.7% | $334,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 15.99K | +2.5% | $295,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 15.73K | 0.0% | $290,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 15.42K | -37.9% | $284,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Truist Financial Corp | 12.75K | +6.8% | $235,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Invesco Ltd. | 11.73K | Nieuw | $216,727 | 0.0% | New | 1 | SEC ↗ |
| 50 | Sei Investments Co | 10.26K | Nieuw | $189,470 | 0.0% | New | 1 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 10.00K | Nieuw | $181,129 | 0.0% | New | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 3.70K | 0.0% | $68,357 | 0.0% | Held | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 3.07K | 0.0% | $56,721 | 0.0% | Held | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 407 | 0.0% | $7,521 | 0.0% | Held | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 292 | 0.0% | $5,376 | 0.0% | Held | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 292 | 0.0% | $5,376 | 0.0% | Held | 4 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 114 | +2180.0% | $2,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1 | Nieuw | $18 | 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
| Invesco Ltd. | $216,727 | 0.0% |
| Sei Investments Co | $189,470 | 0.0% |
| Wealth Enhancement Advisory… | $181,129 | 0.0% |
| Russell Investments Group… | $18 | 0.0% |
Verlaten
| Creative Planning | $217,023 | was 0.0% |
| Fidelity (FMR) | $633 | was 0.0% |
| Citigroup Inc | $116 | 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: Q2 2026 ·
Methodologie ·
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