Effectdossier · gearchiveerd kwartaal
SETM
naam in afwachting van profielverwerking
28Gevolgde houders
+13Δ houders
1.64MGehouden aandelen
$54.27MGerapporteerde waarde
+13Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— 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 | 31 | +4 | 2.58M | $80.28M | +6 | −2 |
| Q1 2026 | 28 | +13 | 1.64M | $54.27M | +13 | — |
| Q4 2025 | 15 | 0 | 403.33K | $11.68M | — | — |
| Q3 2025 | 1 | — | 1 | $41 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 539.25K | +6449.9% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 148.45K | Nieuw | $4.91M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 148.45K | Nieuw | $4.91M | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 139.00K | +31.0% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 116.68K | +15.8% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 115.77K | +140.9% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 87.17K | Nieuw | $2.88M | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 78.68K | +807.9% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 78.68K | +807.9% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 78.68K | +807.9% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 76.99K | +160.9% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 76.99K | +160.9% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 76.99K | +160.9% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 73.33K | Nieuw | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 49.54K | Nieuw | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 40.94K | +18.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 38.60K | +271.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 35.24K | -16.1% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 22.31K | Nieuw | $738,114 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 22.22K | +122.6% | $734,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 22.22K | +122.6% | $734,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 15.52K | Nieuw | $513,501 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 11.09K | Nieuw | $366,956 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 11.09K | Nieuw | $366,956 | 0.0% | New | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 7.70K | Nieuw | $254,782 | 0.0% | New | 1 | SEC ↗ |
| 26 | Creative Planning | 7.03K | Nieuw | $232,394 | 0.0% | New | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 4.15K | +27.9% | $136,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 2.55K | +71.4% | $84,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 2.55K | +71.4% | $84,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 2.55K | +71.4% | $84,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 2.10K | Nieuw | $69,468 | 0.0% | New | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 1.63K | Nieuw | $54,822 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 1.35K | Nieuw | $44,725 | 0.0% | New | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 943 | Nieuw | $31,194 | 0.0% | New | 1 | SEC ↗ |
| 35 | Cwm, Llc | 635 | +46.0% | $21,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 375 | +37400.0% | $12,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 300 | +14900.0% | $9,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $4.91M | 0.0% |
| Raymond James Financial Inc | $4.91M | 0.0% |
| LPL Financial LLC | $2.88M | 0.0% |
| Assetmark, Inc | $2.43M | 0.0% |
| Wealth Enhancement Advisory… | $1.67M | 0.0% |
| D. E. Shaw & Co. | $738,114 | 0.0% |
| Citadel Advisors | $513,501 | 0.0% |
| UBS Group AG | $366,956 | 0.0% |
| UBS Group AG | $366,956 | 0.0% |
| Truist Financial Corp | $254,782 | 0.0% |
| Creative Planning | $232,394 | 0.0% |
| Us Bancorp \De\ | $69,468 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 95 houders, 4.99M aandelen, $147.40M 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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