Effectdossier · gearchiveerd kwartaal
SPUS
naam in afwachting van profielverwerking
37Gevolgde houders
+3Δ houders
2.41MGehouden aandelen
$115.53MGerapporteerde waarde
+6Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +1.6% ·
netto nieuwe posities +8.1%
— 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 | 41 | +5 | 2.93M | $168.07M | +6 | −1 |
| Q1 2026 | 37 | +3 | 2.41M | $115.53M | +6 | −3 |
| Q4 2025 | 33 | +1 | 2.13M | $108.83M | +2 | −1 |
| Q3 2025 | 5 | 0 | 106.59K | $5.27M | +1 | −1 |
| Q2 2025 | 3 | 0 | 84.20K | $3.74M | +1 | −1 |
| Q1 2025 | 2 | +1 | 382.57K | $14.90M | +1 | — |
| Q4 2024 | 1 | 0 | 216.50K | $9.29M | — | — |
| Q3 2024 | 1 | -1 | 148.00K | $6.18M | — | −1 |
| Q2 2024 | 2 | — | 45.96K | $1.86M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 1.34M | +7.5% | $64.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Schroder Investment Management Group | 238.00K | — | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 107.86K | +9.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 107.86K | +9.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Tidal Investments LLC | 106.44K | +35.1% | $5.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 74.70K | -41.4% | $3.60M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | LPL Financial LLC | 61.76K | +12.5% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 57.65K | +2.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 55.22K | +21.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 49.70K | -45.0% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 35.99K | +2.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 27.73K | -43.8% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 24.41K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 24.16K | +212.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 21.93K | +19.5% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 20.73K | +1.5% | $998,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 18.64K | -14.4% | $897,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 16.05K | -66.9% | $773,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 16.05K | -66.9% | $773,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | 1832 Asset Management L.P. | 15.33K | +14.4% | $738,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 14.50K | Nieuw | $698,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 12.78K | +280.6% | $615,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 12.78K | +280.6% | $615,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 10.85K | +138.1% | $522,602 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 9.60K | +37.3% | $462,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 8.68K | Nieuw | $417,981 | 0.0% | New | 1 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 8.50K | Nieuw | $409,360 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 8.14K | 0.0% | $392,022 | 0.0% | Held | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 7.79K | +6.7% | $375,166 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Creative Planning | 7.19K | -0.1% | $346,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 6.59K | +28.6% | $317,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 4.27K | -31.8% | $205,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 3.87K | +41.6% | $186,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 3.12K | -48.2% | $150,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 2.84K | -31.1% | $137,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.29K | -4.1% | $62,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.29K | -4.1% | $62,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 309 | -13.7% | $14,864 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 254 | Nieuw | $11,849 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 13 | Nieuw | $626 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passief) | 1 | 0.0% | $34 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $1.18M | 0.0% |
| Hrt Financial Lp | $698,000 | 0.0% |
| HighTower Advisors, LLC | $417,981 | 0.0% |
| Hsbc Holdings Plc | $409,360 | 0.0% |
| JPMorgan Chase | $11,849 | 0.0% |
| UBS AM, a distinct business… | $626 | 0.0% |
Verlaten
| Citadel Advisors | $1.24M | was 0.0% |
| Qube Research & Technologies… | $1.20M | was 0.0% |
| Renaissance Technologies | $326,848 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 3.54M aandelen, $169.44M 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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