Effectdossier · gearchiveerd kwartaal
SMMV
naam in afwachting van profielverwerking
35Gevolgde houders
+2Δ houders
2.94MGehouden aandelen
$135.30MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom +2.5% ·
netto nieuwe posities +5.7%
— 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 | 35 | +2 | 2.94M | $135.30M | +2 | — |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | — |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | — | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | — |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | — | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | — |
| Q2 2024 | 1 | — | 28.60K | $1.07M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 336.65K | -5.3% | $15.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 166.29K | -1.7% | $7.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 153.48K | +14.1% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 128.82K | +61.9% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 128.82K | +61.9% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Creative Planning | 77.71K | -4.2% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 67.18K | -0.3% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 65.52K | -0.3% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 62.81K | +13.7% | $2.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 48.07K | +49.6% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 41.71K | -7.1% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 37.71K | +53.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 37.71K | +53.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 31.10K | -15.0% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 15.32K | Nieuw | $705,195 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 14.85K | +17.4% | $683,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 14.61K | +6.1% | $672,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 12.35K | 0.0% | $568,359 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 10.47K | 0.0% | $481,848 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 9.25K | +7.5% | $426,077 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 9.25K | +7.5% | $426,077 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Citigroup Inc | 6.94K | Nieuw | $319,333 | 0.0% | New | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 5.36K | -2.9% | $246,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Stifel Financial Corp | 5.36K | -2.9% | $246,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 5.34K | 0.0% | $245,863 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 5.11K | -3.8% | $236,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 4.96K | 0.0% | $228,355 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.07K | +7.8% | $187,273 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | BlackRock ✦ (passief) | 3.75K | 0.0% | $172,696 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.27K | 0.0% | $58,701 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 353 | 0.0% | $16,280 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Blair William & Co/Il | 317 | 0.0% | $14,595 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 24 | 0.0% | $1,105 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 7 | 0.0% | $322 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $705,195 | 0.0% |
| Citigroup Inc | $319,333 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 4.36M aandelen, $186.30M 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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