Effectdossier · gearchiveerd kwartaal
SPBO
naam in afwachting van profielverwerking
41Gevolgde houders
+2Δ houders
22.42MGehouden aandelen
$651.11MGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.1% ·
aandelenstroom +5.2% ·
netto nieuwe posities +4.9%
— 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 | 41 | +2 | 22.42M | $651.11M | +5 | −3 |
| 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 | — |
| Q2 2025 | 2 | 0 | 30.81K | $900,308 | +1 | −1 |
| Q1 2025 | 1 | 0 | 293.05K | $8.51M | — | — |
| Q4 2024 | 1 | -1 | 203.42K | $5.83M | — | −1 |
| Q3 2024 | 2 | 0 | 36.35K | $1.09M | — | — |
| Q2 2024 | 2 | — | 29.22K | $838,557 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 8.32M | +3.6% | $241.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 8.32M | +3.6% | $241.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 8.32M | +3.6% | $241.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 2.79M | -5.5% | $80.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 2.33M | +7.3% | $67.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.91M | -15.0% | $55.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.91M | -15.0% | $55.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.63M | +4.1% | $47.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.63M | +4.1% | $47.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.63M | +4.1% | $47.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.10M | +28.7% | $32.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.10M | +28.7% | $32.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.10M | +28.7% | $32.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.10M | +28.7% | $32.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.10M | +28.7% | $32.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Mariner, LLC | 698.68K | +34.1% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 698.68K | +34.1% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 601.05K | +3.3% | $17.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 433.59K | +27.4% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 433.59K | +27.4% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 433.59K | +27.4% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 380.20K | -3.3% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 380.20K | -3.3% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 365.30K | +1314.2% | $10.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 261.06K | +9.2% | $7.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 173.09K | +48.5% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Asset Management One Co., Ltd. | 152.18K | -14.2% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 151.26K | +1.6% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 130.90K | -38.2% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 126.64K | +71.9% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 126.64K | +71.9% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Raymond James Financial Inc | 126.64K | +71.9% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 115.70K | +15.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | State Street Global Advisors ✦ (passief) | 105.03K | +42.0% | $3.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 97.33K | +21.9% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 96.97K | +15.7% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 84.58K | Nieuw | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 43 | Captrust Financial Advisors | 79.88K | +3.4% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Hrt Financial Lp | 48.97K | Nieuw | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 46.89K | 0.0% | $1.36M | 0.0% | Held | 5 | SEC ↗ |
| 46 | Corient Private Wealth LP | 34.91K | +6.5% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Us Bancorp \De\ | 34.80K | 0.0% | $1.01M | 0.0% | Held | 3 | SEC ↗ |
| 48 | Creative Planning | 29.27K | +58.6% | $850,057 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Citigroup Inc | 15.48K | +15.9% | $449,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 13.85K | -10.7% | $402,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 13.04K | +0.3% | $378,549 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Truist Financial Corp | 11.07K | +0.9% | $321,632 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 10.15K | +8.2% | $294,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 6.59K | -2.4% | $191,257 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 6.41K | -18.1% | $186,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.81K | -8.8% | $81,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 2.81K | -8.8% | $81,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.81K | -8.8% | $81,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 1.73K | -23.5% | $50,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 1.10K | +5.6% | $31,999 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 500 | Nieuw | $14,455 | 0.0% | New | 1 | SEC ↗ |
| 62 | Simplex Trading, Llc | 249 | Nieuw | $7,230 | 0.0% | New | 1 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 73 | Nieuw | $2,128 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $2.46M | 0.0% |
| Hrt Financial Lp | $1.42M | 0.0% |
| TD Waterhouse Canada Inc. | $14,455 | 0.0% |
| Simplex Trading, Llc | $7,230 | 0.0% |
| Jones Financial Companies Lllp | $2,128 | 0.0% |
Verlaten
| 1832 Asset Management L.P. | $284,900 | was 0.0% |
| UBS AM, a distinct business… | $96,728 | was 0.0% |
| UBS Group AG | $96,728 | 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 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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