Effectdossier · gearchiveerd kwartaal
SMC
naam in afwachting van profielverwerking
43Gevolgde houders
+5Δ houders
3.58MGehouden aandelen
$108.35MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.2% ·
aandelenstroom +4.1% ·
netto nieuwe posities +11.6%
· 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 | 39 | -3 | 3.59M | $102.25M | +3 | −6 |
| Q1 2026 | 43 | +5 | 3.58M | $108.35M | +5 | n/a |
| Q4 2025 | 38 | 0 | 3.56M | $95.08M | +1 | −1 |
| Q3 2025 | 10 | -1 | 1.87M | $38.38M | +1 | −2 |
| Q2 2025 | 9 | 0 | 1.85M | $45.47M | +1 | −1 |
| Q1 2025 | 6 | 0 | 566.31K | $19.19M | n/a | n/a |
| Q4 2024 | 6 | +2 | 327.12K | $12.36M | +2 | n/a |
| Q3 2024 | 3 | +3 | 122.14K | $4.28M | +3 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 969.40K | -0.2% | $29.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 649.39K | -2.8% | $19.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 506.17K | n/a | $15.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 233.02K | -2.1% | $7.05M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passief) | 178.61K | +14.2% | $5.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Charles Schwab Investment… | 174.32K | -13.2% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 154.54K | -6.2% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 122.42K | +203.8% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 96.24K | +311.5% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 10 | Northern Trust Corp | 70.29K | +1.7% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 56.53K | +104.1% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 42.73K | +418.3% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 23.15K | +122.7% | $719,471 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 23.12K | -54.7% | $699,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 22.48K | Nieuw | $679,674 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 22.11K | Nieuw | $668,667 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 21.78K | +391.5% | $658,536 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | D. E. Shaw & Co. ✦ | 21.76K | Nieuw | $658,113 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 21.35K | -6.0% | $645,653 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Franklin Resources Inc | 21.32K | Nieuw | $644,717 | 0.0% | New | 1 | SEC ↗ |
| 21 | Nuveen, LLC | 18.95K | -11.8% | $573,199 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Point72 Asset Management ✦ | 18.44K | -81.2% | $557,656 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 16.43K | +173.8% | $496,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 13.61K | Nieuw | $411,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 13.55K | +68.0% | $409,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 10.45K | -44.1% | $322,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Barclays Plc | 9.60K | -54.2% | $290,396 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 9.23K | -71.0% | $279,206 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Royal Bank Of Canada | 8.20K | -3.4% | $248,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Sei Investments Co | 7.59K | 0.0% | $229,491 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rhumbline Advisers | 7.20K | -0.8% | $217,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.16K | -7.1% | $125,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | New York State Common Retirement… | 3.90K | 0.0% | $117,936 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 3.27K | -69.0% | $98,854 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Deutsche Bank Ag\ | 1.79K | -74.3% | $54,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS Group AG | 1.51K | -92.0% | $45,753 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 888 | +25.8% | $26,853 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 767 | -10.2% | $23,194 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Legal & General Group Plc | 736 | -18.2% | $22,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | California State Teachers… | 476 | -17.9% | $14,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 280 | +582.9% | $8,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 217 | +33.1% | $6,562 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Jones Financial Companies Lllp | 135 | +35.0% | $4,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Renaissance Technologies | $679,674 | 0.0% |
| Raymond James Financial Inc | $668,667 | 0.0% |
| D. E. Shaw & Co. | $658,113 | 0.0% |
| Franklin Resources Inc | $644,717 | 0.0% |
| Hrt Financial Lp | $411,000 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 5.44M aandelen, $162.67M 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: Q1 2026 ·
Methodologie ·
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