Effectdossier
SMLV
naam in afwachting van profielverwerking
29Gevolgde houders
+1Δ houders
387.07KGehouden aandelen
$60.91MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom 0.0% ·
netto nieuwe posities +3.4%
— 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 | 29 | +1 | 387.07K | $60.91M | +3 | −2 |
| Q1 2026 | 28 | -1 | 387.03K | $53.04M | +1 | −2 |
| Q4 2025 | 29 | +2 | 377.83K | $49.54M | +2 | — |
| Q3 2025 | 5 | 0 | 71.32K | $9.25M | — | — |
| Q2 2025 | 3 | 0 | 54.13K | $6.77M | — | — |
| Q1 2025 | 2 | 0 | 56.97K | $7.00M | — | — |
| Q4 2024 | 2 | +1 | 52.27K | $6.67M | +1 | — |
| Q3 2024 | 1 | 0 | 8.80K | $1.09M | +1 | −1 |
| Q2 2024 | 1 | — | 9.71K | $1.07M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 61.98K | +1.4% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 58.20K | +1.4% | $9.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | UBS Group AG | 22.26K | +5.6% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 20.19K | -19.2% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 19.34K | +2.4% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 14.20K | -10.2% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 11.90K | +124.5% | $1.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Royal Bank Of Canada | 11.81K | -45.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 11.81K | -45.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 11.53K | +3.6% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 11.53K | +3.6% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 9.62K | +6.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 9.62K | +6.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 9.15K | +49.6% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 8.02K | +18.8% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 7.62K | +155.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 7.62K | +155.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citigroup Inc | 7.53K | +2.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 6.24K | -0.9% | $981,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 6.24K | -0.9% | $981,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 4.07K | +3.6% | $639,609 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 3.76K | -3.7% | $591,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 3.41K | -11.8% | $537,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 3.41K | -11.8% | $537,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.32K | 0.0% | $364,582 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 1.56K | Nieuw | $244,857 | 0.0% | New | 1 | SEC ↗ |
| 34 | Creative Planning | 1.37K | Nieuw | $215,748 | 0.0% | New | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 1.27K | Nieuw | $200,322 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 344 | 0.0% | $54,133 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 344 | 0.0% | $54,133 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 239 | 0.0% | $37,610 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 238 | +17.2% | $37,505 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Us Bancorp \De\ | 233 | 0.0% | $36,666 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1 | — | $124 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $244,857 | 0.0% |
| Creative Planning | $215,748 | 0.0% |
| Stifel Financial Corp | $200,322 | 0.0% |
Verlaten
| Mariner, LLC | $249,112 | was 0.0% |
| Blair William & Co/Il | $1,527 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 835.64K aandelen, $102.70M 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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