Effectdossier · gearchiveerd kwartaal
SMMU
naam in afwachting van profielverwerking
33Gevolgde houders
+2Δ houders
10.57MGehouden aandelen
$533.29MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.5% ·
aandelenstroom +4.3% ·
netto nieuwe posities +6.1%
— 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 | 31 | -1 | 10.66M | $538.44M | +1 | −2 |
| Q1 2026 | 33 | +2 | 10.57M | $533.29M | +4 | −2 |
| Q4 2025 | 31 | 0 | 10.13M | $511.16M | — | — |
| Q3 2025 | 3 | +1 | 5.60M | $283.10M | +1 | — |
| Q1 2025 | 1 | 0 | 6.06K | $303,271 | — | — |
| Q4 2024 | 1 | 0 | 6.06K | $302,180 | — | — |
| Q3 2024 | 1 | 0 | 6.06K | $306,182 | +1 | −1 |
| Q2 2024 | 1 | — | 14.57K | $726,556 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 1.16M | +10.6% | $58.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 796.20K | +12.0% | $40.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 639.74K | -8.0% | $32.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 548.90K | +8.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 497.06K | -31.4% | $25.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 113.16K | +20.7% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 66.56K | Nieuw | $3.36M | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 58.06K | +3.6% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 57.95K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 57.95K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 57.95K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 52.83K | -18.8% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 49.72K | +78.1% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 48.71K | -10.0% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 39.35K | -6.1% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 28.07K | +3.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 26.26K | -18.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 25.95K | -13.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 24.35K | +19.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 22.52K | -65.4% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 12.91K | 0.0% | $651,410 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 12.87K | Nieuw | $649,196 | 0.0% | New | 1 | SEC ↗ |
| 44 | Creative Planning | 11.60K | Nieuw | $585,295 | 0.0% | New | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 7.95K | -1.2% | $400,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 2.36K | +358.6% | $118,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 810 | 0.0% | $40,865 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 271 | 0.0% | $13,672 | 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
| Goldman Sachs Group | $3.36M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Fifth Third Bancorp | $649,196 | 0.0% |
| Creative Planning | $585,295 | 0.0% |
Verlaten
| Susquehanna International… | $983,637 | was 0.0% |
| Us Bancorp \De\ | $5,547 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 194 houders, 16.94M aandelen, $844.55M 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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