Effectdossier · gearchiveerd kwartaal
SMDV
naam in afwachting van profielverwerking
37Gevolgde houders
0Δ houders
3.35MGehouden aandelen
$230.56MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.3% · netto nieuwe posities 0.0% — formule
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 | 36 | 0 | 3.36M | $258.89M | +1 | −1 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | — |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | — | — |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | — | — |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | — | — |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | — | — |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | — | — |
| Q2 2024 | 2 | — | 42.88K | $2.66M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 945.74K | -0.1% | $65.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 945.74K | -0.1% | $65.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 945.74K | -0.1% | $65.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 418.75K | +1.6% | $28.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 418.75K | +1.6% | $28.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 320.81K | +0.8% | $22.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 320.81K | +0.8% | $22.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 290.71K | -0.9% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 290.71K | -0.9% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 277.19K | -0.7% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 277.19K | -0.7% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 277.19K | -0.7% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 246.12K | -1.6% | $16.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 201.56K | -3.5% | $13.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 201.56K | -3.5% | $13.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 201.56K | -3.5% | $13.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 136.50K | +2.9% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 79.18K | -7.3% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 54.74K | -6.2% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 54.74K | -6.2% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 52.87K | +9.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 42.71K | -0.2% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 37.97K | +64.8% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 35.81K | -64.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 35.32K | -0.3% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 32.15K | +4.4% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 32.15K | +4.4% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 26.70K | 0.0% | $1.84M | 0.0% | Held | 8 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 17.63K | -25.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 16.43K | +8.1% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 13.39K | -1.9% | $921,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 12.69K | -0.9% | $872,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 12.20K | +0.5% | $826,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 9.91K | Nieuw | $681,852 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 7.86K | -40.2% | $540,893 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 6.11K | -59.5% | $420,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 6.11K | +8.9% | $420,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 5.06K | 0.0% | $347,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citigroup Inc | 3.37K | +2.1% | $231,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.02K | +41.1% | $139,037 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.00K | 0.0% | $68,790 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 982 | -46.1% | $66,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 735 | 0.0% | $50,560 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 573 | 0.0% | $39,417 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 536 | Nieuw | $36,871 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 203 | -21.0% | $13,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 54 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 3 | 0.0% | $206 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $681,852 | 0.0% |
| Russell Investments Group… | $36,871 | 0.0% |
Verlaten
| Fisher Asset Management | $581,504 | was 0.0% |
| Jane Street Group, Llc | $232,866 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 130 houders, 4.94M aandelen, $334.78M 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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