Effectdossier
SMMU
naam in afwachting van profielverwerking
31Gevolgde houders
-1Δ houders
10.66MGehouden aandelen
$538.44MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom +9.1% ·
netto nieuwe posities -3.2%
— 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 |
|---|---|---|---|---|---|---|
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.57M | +8.6% | $180.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.57M | +8.6% | $180.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Captrust Financial Advisors | 1.37M | +18.3% | $69.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.28M | +10.9% | $64.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.28M | +10.9% | $64.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.28M | +10.9% | $64.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 612.12K | -4.3% | $30.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 606.47K | -4.7% | $30.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 606.47K | -4.7% | $30.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 606.47K | -4.7% | $30.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | LPL Financial LLC | 599.25K | +9.2% | $30.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 495.50K | -0.3% | $24.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 427.46K | +34.4% | $21.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 427.46K | +34.4% | $21.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 427.46K | +34.4% | $21.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 402.33K | +3.2% | $20.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 402.33K | +3.2% | $20.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 402.33K | +3.2% | $20.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 380.33K | +37.1% | $19.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 380.33K | +37.1% | $19.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 233.00K | +31.7% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 233.00K | +31.7% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 233.00K | +31.7% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 127.65K | +12.8% | $6.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 73.06K | +25.8% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 66.90K | +34.6% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 57.44K | -0.9% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 57.44K | -0.9% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 57.44K | -0.9% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 49.18K | +1.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 48.44K | -8.3% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 41.86K | +59.4% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 33.96K | +20.9% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 33.90K | -13.9% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 29.33K | +30.2% | $1.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Royal Bank Of Canada | 23.59K | -2.5% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 20.03K | -69.9% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 18.48K | +43.1% | $933,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 14.85K | -42.8% | $750,076 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 13.25K | +3.0% | $669,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Creative Planning | 12.46K | +7.4% | $629,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 7.89K | -0.7% | $398,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Nuveen, LLC | 5.89K | Nieuw | $297,698 | 0.0% | New | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 2.36K | +0.2% | $119,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Allianz Asset Management GmbH | 268 | -1.1% | $13,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $297,698 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.23M | was 0.0% |
| Blair William & Co/Il | $40,865 | 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: Q2 2026 ·
Methodologie ·
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