Effectdossier · gearchiveerd kwartaal
SPHB
naam in afwachting van profielverwerking
39Gevolgde houders
-1Δ houders
2.13MGehouden aandelen
$247.26MGerapporteerde waarde
+5Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom -15.5% ·
netto nieuwe posities -2.6%
· formule
Brede distributie: dalende aandelen en minder 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.45K | $373,286 | n/a | n/a |
| Q2 2026 | 40 | +2 | 2.66M | $414.04M | +4 | −2 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | n/a | n/a |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | n/a | n/a |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | n/a | n/a |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | n/a |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | n/a | −1 |
| Q2 2024 | 3 | n/a | 119.97K | $10.13M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 725.50K | +2.2% | $84.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 238.64K | +7.6% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 110.06K | +32.9% | $12.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 6 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 65.75K | +118.3% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 60.42K | -45.3% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 34.55K | -81.9% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 29.59K | +29.9% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 29.33K | +35.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 22.65K | -4.7% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 22.44K | +6.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 17.64K | +3.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Creative Planning | 15.38K | +1.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 8.93K | -40.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 7.95K | +59.0% | $922,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 6.06K | Nieuw | $702,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.76K | Nieuw | $552,511 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 3.81K | -1.1% | $441,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 3.24K | +4.5% | $376,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.95K | Nieuw | $341,829 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.76K | +67.4% | $319,550 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Focus Partners Wealth | 2.71K | 0.0% | $313,665 | 0.0% | Held | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 2.17K | -18.7% | $251,380 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | Cwm, Llc | 2.11K | +1438.7% | $244,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.94K | Nieuw | $226,223 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1.92K | +5.4% | $222,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 951 | +3862.5% | $110,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | TD Waterhouse Canada Inc. | 796 | 0.0% | $93,259 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Belvedere Trading LLC | 527 | Nieuw | $61,106 | 0.0% | New | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 8 | 0.0% | $928 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $702,000 | 0.0% |
| Fifth Third Bancorp | $552,511 | 0.0% |
| Rockefeller Capital… | $341,829 | 0.0% |
| Wealth Enhancement Advisory… | $226,223 | 0.0% |
| Belvedere Trading LLC | $61,106 | 0.0% |
Verlaten
| Susquehanna International… | $3.21M | was 0.0% |
| Renaissance Technologies | $444,486 | was 0.0% |
| Mercer Global Advisors Inc… | $249,815 | was 0.0% |
| Citigroup Inc | $66,439 | was 0.0% |
| Qube Research & Technologies… | $11,931 | was 0.0% |
| Group One Trading Llc | $11,697 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 3.26M aandelen, $353.36M 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