Effectdossier · gearchiveerd kwartaal
SMIN
naam in afwachting van profielverwerking
41Gevolgde houders
-2Δ houders
4.47MGehouden aandelen
$304.24MGerapporteerde waarde
+3Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.7% ·
aandelenstroom +24.0% ·
netto nieuwe posities -7.3%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 88 | $5,915 | n/a | n/a |
| Q2 2026 | 41 | -2 | 4.47M | $304.24M | +3 | −6 |
| Q1 2026 | 45 | -6 | 3.62M | $226.89M | +1 | −7 |
| Q4 2025 | 51 | -1 | 4.14M | $289.43M | +1 | −2 |
| Q3 2025 | 7 | +1 | 1.58M | $113.56M | +2 | −1 |
| Q2 2025 | 4 | 0 | 56.04K | $4.33M | +1 | −1 |
| Q1 2025 | 3 | +1 | 145.18K | $9.89M | +2 | −1 |
| Q4 2024 | 2 | -1 | 116.74K | $8.92M | n/a | −1 |
| Q3 2024 | 3 | 0 | 78.58K | $6.76M | +1 | −1 |
| Q2 2024 | 3 | n/a | 118.39K | $9.58M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | +928.5% | $76.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Alliancebernstein L.P. | 1.08M | +7.4% | $64.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Man Group plc | 348.44K | -7.1% | $24.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 310.44K | 0.0% | $21.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 289.08K | -27.2% | $20.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | Morgan Stanley ✦ | 278.71K | +6.3% | $19.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Connor, Clark & Lunn Investment… | 255.00K | Nieuw | $18.04M | 0.0% | New | 1 | SEC ↗ |
| 8 | Franklin Resources Inc | 209.17K | -53.1% | $14.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Sei Investments Co | 99.45K | +47.5% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | American Century Companies Inc | 76.44K | -10.3% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 64.00K | +58.7% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Aberdeen Group plc | 63.81K | -5.4% | $4.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Neuberger Berman Group LLC | 61.32K | +195.9% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 37.80K | +0.2% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Susquehanna International Group, Llp | 35.17K | -81.8% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 27.75K | -12.2% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 23.44K | +16.3% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 21.54K | +9.0% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.53K | +38.4% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Legal & General Group Plc | 13.45K | 0.0% | $951,319 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 12.03K | -12.4% | $850,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 9.65K | +4.7% | $682,400 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 9.64K | +4.0% | $682,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 7.63K | +38.8% | $539,929 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Cetera Investment Advisers | 5.80K | -16.0% | $410,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 5.64K | Nieuw | $399,059 | 0.0% | New | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 5.35K | -52.8% | $378,476 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.87K | -5.3% | $273,371 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Wells Fargo & Company/Mn | 3.74K | +34.4% | $264,227 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 3.33K | -8.2% | $235,450 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 3.06K | +8.2% | $216,506 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 1.98K | +7.9% | $140,194 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 1.90K | 0.0% | $134,276 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.19K | +8.1% | $84,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 524 | +1.4% | $37,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 485 | -3.2% | $34,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 365 | 0.0% | $25,576 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Citigroup Inc | 257 | +99.2% | $18,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 88 | 0.0% | $6,185 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 26 | 0.0% | $1,839 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 1 | Nieuw | $71 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Connor, Clark & Lunn… | $18.04M | 0.0% |
| Captrust Financial Advisors | $399,059 | 0.0% |
| Russell Investments Group… | $71 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.02M | was 0.0% |
| Loomis Sayles & Co L P | $413,304 | was 0.0% |
| Hrt Financial Lp | $339,000 | was 0.0% |
| Barclays Plc | $23,984 | was 0.0% |
| Simplex Trading, Llc | $4,796 | was 0.0% |
| Bank Of Montreal /Can/ | $1,619 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 5.45M aandelen, $333.98M 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: Q2 2026 ·
Methodologie ·
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