Effectdossier · gearchiveerd kwartaal
SPBO
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
21.53MGehouden aandelen
$624.86MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.2% · netto nieuwe posities 0.0% · formule
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 | 40 | +2 | 22.32M | $648.28M | +5 | −4 |
| Q1 2026 | 40 | 0 | 21.53M | $624.86M | +4 | −4 |
| Q4 2025 | 40 | +1 | 21.56M | $632.73M | +2 | −1 |
| Q3 2025 | 6 | +2 | 1.65M | $48.95M | +2 | n/a |
| Q2 2025 | 2 | 0 | 30.81K | $900,308 | +1 | −1 |
| Q1 2025 | 1 | 0 | 293.05K | $8.51M | n/a | n/a |
| Q4 2024 | 1 | -1 | 203.42K | $5.83M | n/a | −1 |
| Q3 2024 | 2 | 0 | 36.35K | $1.09M | n/a | n/a |
| Q2 2024 | 2 | n/a | 29.22K | $838,557 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 8.04M | +0.1% | $233.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.95M | -2.6% | $85.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.25M | -18.7% | $65.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Assetmark, Inc | 2.17M | +47.0% | $63.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.57M | +1.6% | $45.48M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 856.99K | -34.9% | $24.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Financial Engines Advisors L.L.C. | 582.06K | +2.7% | $16.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 520.98K | -4.2% | $15.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 393.25K | +23.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 340.39K | +29.8% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | JPMorgan Chase ✦ | 239.05K | +89.1% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Cwm, Llc | 215.71K | -6.8% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 211.77K | Nieuw | $6.15M | 0.0% | New | 1 | SEC ↗ |
| 14 | Asset Management One Co., Ltd. | 177.43K | -49.7% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 148.93K | +19.7% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 116.53K | -20.0% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 99.92K | +87.1% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 83.80K | +10.5% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 79.81K | +255.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 77.28K | +10.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passief) | 73.95K | +37.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 73.65K | +6.2% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | AQR Capital Management ✦ | 46.89K | 0.0% | $1.36M | 0.0% | Held | 4 | SEC ↗ |
| 24 | Us Bancorp \De\ | 34.80K | +1.8% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 32.77K | -49.5% | $951,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 25.83K | Nieuw | $749,874 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 18.45K | +28.9% | $535,648 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 15.51K | +0.4% | $450,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citigroup Inc | 13.36K | +4.4% | $387,783 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 12.99K | 0.0% | $377,258 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 10.97K | -2.8% | $318,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | 1832 Asset Management L.P. | 9.81K | +18.3% | $284,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 9.38K | +205.6% | $272,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 7.82K | +3.4% | $227,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 6.75K | +4339.5% | $195,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 3.33K | Nieuw | $96,728 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS Group AG | 3.33K | -33.4% | $96,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.08K | +6.0% | $89,326 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Qube Research & Technologies Ltd | 2.26K | Nieuw | $65,724 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.04K | -84.5% | $30,317 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $6.15M | 0.0% |
| Susquehanna International… | $749,874 | 0.0% |
| UBS AM, a distinct business… | $96,728 | 0.0% |
| Qube Research & Technologies… | $65,724 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.39M | was 0.0% |
| Citadel Advisors | $1.76M | was 0.0% |
| Jones Financial Companies Lllp | $11,589 | was 0.0% |
| Bnp Paribas Financial Markets | $1,320 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 172 houders, 45.90M aandelen, $1.26B 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: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API