Effectdossier · gearchiveerd kwartaal
SPIP
naam in afwachting van profielverwerking
45Gevolgde houders
+3Δ houders
16.46MGehouden aandelen
$428.05MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +2.8% ·
netto nieuwe posities +6.7%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.58M | +12.2% | $119.18M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passief) | 3.67M | -1.9% | $95.50M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Charles Schwab Investment… | 2.91M | -3.4% | $75.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 825.94K | -1.2% | $21.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 749.96K | +4.3% | $19.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 693.51K | -14.8% | $18.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 444.82K | +27.3% | $11.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 409.42K | -1.2% | $10.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 387.98K | -28.7% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 336.74K | +1.1% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Financial Engines Advisors L.L.C. | 184.06K | +11.3% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 164.96K | -4.4% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 128.64K | +1.3% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 119.07K | +67.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 115.26K | +3.5% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 85.98K | +169.6% | $2.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | Truist Financial Corp | 83.69K | -6.3% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 57.14K | +18.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 50.30K | Nieuw | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 42.67K | Nieuw | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 41.79K | -4.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Hrt Financial Lp | 39.76K | Nieuw | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 38.41K | -7.7% | $999,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 37.98K | 0.0% | $987,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 37.78K | Nieuw | $982,606 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 36.57K | -19.7% | $951,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Lido Advisors, LLC | 31.00K | 0.0% | $806,258 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 30.37K | +39.1% | $789,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northern Trust Corp | 23.53K | +9.6% | $611,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 23.48K | +17.9% | $610,793 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Mercer Global Advisors Inc /Adv | 16.66K | -14.6% | $433,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 15.37K | +7.6% | $399,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 14.59K | -17.5% | $379,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 4.97K | -38.9% | $128,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.04K | 0.0% | $105,210 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 3.52K | +71.5% | $91,483 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 2.99K | -2.5% | $77,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.94K | -25.6% | $50,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 1.87K | -11.4% | $48,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 1.47K | 0.0% | $38,183 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Citigroup Inc | 1.09K | -43.0% | $28,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Blair William & Co/Il | 242 | 0.0% | $6,294 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 104 | -11.9% | $2,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 42 | +82.6% | $1,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 15 | -11.8% | $390 | 0.0% | ▼ Trim | 2 | 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 | $1.31M | 0.0% |
| Susquehanna International… | $1.11M | 0.0% |
| Hrt Financial Lp | $1.03M | 0.0% |
| Fifth Third Bancorp | $982,606 | 0.0% |
Verlaten
| Franklin Resources Inc | $2,413 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 207 houders, 25.41M aandelen, $653.66M 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: Q1 2026 ·
Methodologie ·
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