Effectdossier
SMB
naam in afwachting van profielverwerking
29Gevolgde houders
-1Δ houders
7.41MGehouden aandelen
$128.49MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom -0.5% ·
netto nieuwe posities -3.4%
— formule
Brede distributie — dalende aandelen en 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 | 29 | -1 | 7.41M | $128.49M | +1 | −2 |
| Q1 2026 | 31 | +3 | 7.45M | $128.94M | +3 | — |
| Q4 2025 | 28 | 0 | 7.70M | $134.04M | — | — |
| Q3 2025 | 3 | 0 | 1.56M | $27.10M | — | — |
| Q2 2025 | 1 | — | 31 | $531 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.54M | -4.2% | $26.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.54M | -4.2% | $26.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.54M | -4.2% | $26.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 867.46K | +4.1% | $15.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 867.46K | +4.1% | $15.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 811.87K | -22.1% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 811.87K | -22.1% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 811.87K | -22.1% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 718.19K | +13.1% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 718.19K | +13.1% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 718.19K | +13.1% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | LPL Financial LLC | 595.41K | +7.0% | $10.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 589.88K | +3.5% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 589.88K | +3.5% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 458.15K | +23.4% | $7.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 458.15K | +23.4% | $7.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 390.63K | -10.1% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 352.36K | +6.1% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Sei Investments Co | 270.99K | -8.0% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 239.58K | +2.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 239.58K | +2.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 130.81K | +47.8% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 103.77K | +32.1% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 64.43K | -3.0% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 51.62K | +40.8% | $895,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 51.62K | +40.8% | $895,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 44.81K | -3.4% | $777,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 40.10K | +149.5% | $695,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 31.00K | -40.3% | $537,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 29.37K | 0.0% | $509,584 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 19.98K | -9.2% | $346,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 14.35K | Nieuw | $248,886 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 13.88K | +3.4% | $241,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 13.88K | +3.4% | $241,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 11.33K | -19.1% | $195,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 6.92K | +0.4% | $120,023 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 5.00K | -32.5% | $86,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 686 | 0.0% | $11,902 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 609 | 0.0% | $10,566 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 523 | -95.0% | $9,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 246 | -2.8% | $4,268 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $248,886 | 0.0% |
Verlaten
| Jane Street Group, Llc | $406,688 | was 0.0% |
| Truist Financial Corp | $269,031 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 12.06M aandelen, $204.77M 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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