Effectdossier
SFLR
naam in afwachting van profielverwerking
25Gevolgde houders
+2Δ houders
22.06MGehouden aandelen
$851.22MGerapporteerde waarde
+7Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +8.0%
— 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 | 25 | +2 | 22.06M | $851.22M | +7 | −5 |
| Q1 2026 | 24 | +4 | 15.39M | $545.06M | +5 | −1 |
| Q4 2025 | 20 | 0 | 14.61M | $538.52M | — | — |
| Q3 2025 | 1 | -1 | 1.77K | $63,665 | — | −1 |
| Q2 2025 | 1 | +1 | 39.11K | $1.31M | +1 | — |
| Q2 2024 | 1 | — | 16.56K | $511,600 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.16M | +4.1% | $237.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.16M | +4.1% | $237.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 6.04M | +31.6% | $232.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 4.91M | +766.7% | $189.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.59M | +2.0% | $61.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 639.87K | +67.1% | $24.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 518.73K | +20.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 518.73K | +20.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 379.88K | +4.4% | $14.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 311.49K | +15.9% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 263.57K | +6.0% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 202.88K | Nieuw | $7.83M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 202.88K | Nieuw | $7.83M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 124.76K | +6.9% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 65.83K | +252.1% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 47.37K | +0.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 45.35K | +3.4% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 18.32K | -74.9% | $706,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 17.02K | Nieuw | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 17.02K | Nieuw | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 17.02K | Nieuw | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 7.79K | Nieuw | $300,500 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 5.55K | Nieuw | $214,235 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 4.62K | +19.2% | $178,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 708 | -87.5% | $27,317 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 708 | -87.5% | $27,317 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Assetmark, Inc | 374 | 0.0% | $14,429 | 0.0% | Held | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passief) | 290 | Nieuw | $11,188 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 200 | Nieuw | $7,716 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 39 | Nieuw | $1,505 | 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
| Wells Fargo & Company/Mn | $7.83M | 0.0% |
| Wells Fargo & Company/Mn | $7.83M | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Focus Partners Wealth | $300,500 | 0.0% |
| Creative Planning | $214,235 | 0.0% |
| BlackRock | $11,188 | 0.0% |
| UBS Group AG | $7,716 | 0.0% |
| Russell Investments Group… | $1,505 | 0.0% |
Verlaten
| Susquehanna International… | $1.82M | was 0.0% |
| Citadel Advisors | $877,708 | was 0.0% |
| Royal Bank Of Canada | $104,000 | was 0.0% |
| Blair William & Co/Il | $42,882 | was 0.0% |
| Jones Financial Companies Lllp | $1,675 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 192 houders, 33.65M aandelen, $1.16B 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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