Effectdossier · gearchiveerd kwartaal
RWX
naam in afwachting van profielverwerking
33Gevolgde houders
-1Δ houders
3.25MGehouden aandelen
$87.74MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +5.3% ·
netto nieuwe posities -3.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | -1 | 3.25M | $87.74M | +1 | −2 |
| Q1 2026 | 34 | +2 | 3.08M | $82.10M | +3 | −1 |
| Q4 2025 | 32 | 0 | 3.26M | $91.34M | — | — |
| Q3 2025 | 5 | 0 | 1.62M | $45.11M | +1 | −1 |
| Q2 2025 | 3 | +2 | 2.29M | $62.74M | +2 | — |
| Q1 2025 | 1 | 0 | 717.75K | $17.57M | +1 | −1 |
| Q4 2024 | 1 | 0 | 13.68K | $315,279 | — | — |
| Q3 2024 | 1 | +1 | 8.31K | $229,107 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 1.04M | +86.0% | $28.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Northern Trust Corp | 721.45K | -2.6% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Northern Trust Corp | 721.45K | -2.6% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 644.21K | -6.2% | $17.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 644.21K | -6.2% | $17.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 644.21K | -6.2% | $17.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 217.94K | -11.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 217.94K | -11.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 217.94K | -11.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 217.94K | -11.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 107.56K | -65.7% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 100.52K | +11.3% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 100.52K | +11.3% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 89.51K | -3.7% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 62.11K | -3.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 62.11K | -3.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 41.93K | +16.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 29.40K | +50.0% | $794,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 29.40K | +50.0% | $794,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 29.40K | +50.0% | $794,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 29.40K | +50.0% | $794,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 28.23K | 0.0% | $762,546 | 0.0% | Held | 3 | SEC ↗ |
| 23 | LPL Financial LLC | 20.30K | 0.0% | $548,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 15.17K | +4.6% | $409,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 14.72K | +5.6% | $397,692 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 12.39K | -15.2% | $334,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 11.91K | -8.5% | $321,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 11.91K | -8.5% | $321,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 11.25K | Nieuw | $303,921 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 11.25K | Nieuw | $303,921 | 0.0% | New | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.94K | +39.5% | $268,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 9.39K | -19.8% | $253,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 9.14K | -16.3% | $248,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Nova Scotia | 9.18K | +9.9% | $247,952 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 8.96K | -12.5% | $241,983 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 8.85K | -79.5% | $239,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 7.89K | 0.0% | $213,190 | 0.0% | Held | 5 | SEC ↗ |
| 38 | Us Bancorp \De\ | 6.83K | 0.0% | $184,586 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 6.83K | 0.0% | $184,586 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Citigroup Inc | 2.39K | 0.0% | $64,581 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.99K | 0.0% | $53,750 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.99K | 0.0% | $53,750 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 1.81K | -34.2% | $48,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 1.81K | -34.2% | $48,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.74K | -43.5% | $47,393 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.74K | -43.5% | $47,393 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 1.04K | +163.2% | $28,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 436 | +0.5% | $11,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Franklin Resources Inc | 184 | 0.0% | $4,970 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 83 | 0.0% | $2,239 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank of New York Mellon Corp | $303,921 | 0.0% |
| Bank of New York Mellon Corp | $303,921 | 0.0% |
Verlaten
| Goldman Sachs Group | $325,110 | was 0.0% |
| Qube Research & Technologies… | $2,848 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 6.35M aandelen, $167.01M 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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