Effectdossier · gearchiveerd kwartaal
SPXX
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
29.22MGehouden aandelen
$544.62MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.2% · netto nieuwe posities -2.6% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.47M | +2.0% | $232.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.44M | -7.1% | $45.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 2.00M | +1.1% | $37.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 1.99M | +2.1% | $37.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Allspring Global Investments… | 1.95M | +20.4% | $36.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.81M | -3.9% | $33.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 1.79M | -2.7% | $33.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 1.30M | -2.2% | $24.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 600.56K | +1.7% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 450.01K | -14.9% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 436.74K | +34.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 420.87K | -2.3% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 242.54K | -1.1% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 229.45K | -12.5% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 150.69K | +76.1% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 141.51K | 0.0% | $2.64M | 0.0% | Held | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 134.29K | -45.5% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 109.64K | +0.7% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 77.91K | +7691.1% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 57.12K | -6.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 55.82K | +27.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 52.52K | +0.7% | $978,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | IMC-Chicago, LLC | 50.25K | Nieuw | $936,716 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 47.46K | +2.0% | $884,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 37.96K | -15.8% | $707,529 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 33.23K | -4.0% | $619,407 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 25.65K | +31.9% | $478,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 24.28K | Nieuw | $452,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 20.81K | +48.1% | $387,852 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Creative Planning | 20.80K | -13.2% | $387,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 20.09K | 0.0% | $382,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 19.76K | +46.4% | $368,411 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 5.29K | +26.0% | $98,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citigroup Inc | 2.90K | 0.0% | $53,981 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.40K | +13994.1% | $43,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 1.93K | Nieuw | $34,507 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 743 | -11.6% | $13,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Kayne Anderson Rudnick Investment… | 390 | 0.0% | $7,270 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 212 | 0.0% | $3,952 | 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
| IMC-Chicago, LLC | $936,716 | 0.0% |
| Hrt Financial Lp | $452,000 | 0.0% |
| Jones Financial Companies Lllp | $34,507 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $9.53M | was 0.0% |
| Susquehanna International… | $809,671 | was 0.0% |
| Jane Street Group, Llc | $301,778 | was 0.0% |
| Corient Private Wealth LP | $203,801 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 225 houders, 42.99M aandelen, $673.24M 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: Q2 2026 ·
Methodologie ·
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