Effectdossier · gearchiveerd kwartaal
SCHY
naam in afwachting van profielverwerking
35Gevolgde houders
+3Δ houders
3.80MGehouden aandelen
$119.82MGerapporteerde waarde
+7Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.4% ·
aandelenstroom +14.2% ·
netto nieuwe posities +5.7%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 513.25K | $15.10M | n/a | −1 |
| Q2 2026 | 35 | +3 | 3.80M | $119.82M | +7 | −5 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | n/a | n/a |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | n/a | n/a |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | n/a | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | n/a | n/a |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | n/a |
| Q2 2024 | 1 | n/a | 88.61K | $2.09M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 614.10K | +5.5% | $19.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 554.12K | +18.8% | $17.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 417.98K | +0.4% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | TD Waterhouse Canada Inc. | 316.64K | Nieuw | $9.42M | 0.0% | New | 1 | SEC ↗ |
| 5 | Nuveen, LLC | 223.90K | Nieuw | $7.10M | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 220.76K | +354.5% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 185.72K | +13.5% | $5.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 153.53K | -14.6% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 133.00K | +2.5% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 130.59K | +111.3% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 122.02K | +57.9% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 111.55K | +1.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 99.60K | +96.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 88.85K | +109.0% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 81.69K | +11.5% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 57.99K | -6.8% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Creative Planning | 50.68K | +7.9% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 40.34K | -24.5% | $1.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 38.52K | +9.4% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 35.46K | +4.8% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 24.86K | +91.3% | $788,640 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 23.90K | Nieuw | $758,347 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 14.03K | +72.5% | $445,235 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Fidelity (FMR) ✦ | 12.98K | +15.2% | $411,765 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 12.36K | +49.0% | $392,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Sei Investments Co | 11.42K | +0.4% | $362,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 8.91K | +35.2% | $282,587 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 8.77K | Nieuw | $278,368 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 6.72K | Nieuw | $213,354 | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 1.69K | -1.6% | $53,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 602 | +60100.0% | $19,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Simplex Trading, Llc | 539 | +154.2% | $17,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 208 | -85.2% | $6,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 40 | Nieuw | $1,270 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 25 | Nieuw | $752 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| TD Waterhouse Canada Inc. | $9.42M | 0.0% |
| Nuveen, LLC | $7.10M | 0.0% |
| AQR Capital Management | $758,347 | 0.0% |
| Focus Partners Wealth | $278,368 | 0.0% |
| Truist Financial Corp | $213,354 | 0.0% |
| Jones Financial Companies Lllp | $1,270 | 0.0% |
| National Bank Of Canada /Fi/ | $752 | 0.0% |
Verlaten
| Jane Street Group, Llc | $15.49M | was 0.0% |
| HighTower Advisors, LLC | $13.88M | was 0.0% |
| Susquehanna International… | $4.43M | was 0.0% |
| Qube Research & Technologies… | $183,438 | was 0.0% |
| Pnc Financial Services Group… | $1,108 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 193 houders, 15.05M aandelen, $469.27M 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: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API