Effectdossier · gearchiveerd kwartaal
SRVR
naam in afwachting van profielverwerking
32Gevolgde houders
-4Δ houders
6.53MGehouden aandelen
$203.74MGerapporteerde waarde
+0Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom -18.9% ·
netto nieuwe posities -12.5%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 6.63M | $210.74M | +2 | −3 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | — | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | — | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | — |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | — | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | — |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | — | — |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | — | — |
| Q2 2024 | 1 | — | 9.53K | $260,660 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.22M | +0.8% | $38.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 348.58K | +12.4% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 113.96K | -8.5% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 54.58K | +42.3% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 49.68K | -39.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 48.52K | -12.9% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 18.81K | +3.1% | $587,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 16.32K | -90.5% | $509,542 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 15.37K | -4.4% | $480,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 12.86K | -47.5% | $401,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 12.70K | +15.2% | $396,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 1.11K | -10.8% | $34,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 273 | -89.0% | $8,529 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 168 | +10.5% | $5,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Simplex Trading, Llc | 163 | +715.0% | $5,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 71 | +24.6% | $2,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passief) | 62 | 0.0% | $1,929 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 47 | -20.3% | $1,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 37 | 0.0% | $1,155 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 4 | 0.0% | $125 | 0.0% | Held | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3 | -76.9% | $91 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $3.16M | was 0.0% |
| Wealth Enhancement Advisory… | $409,905 | was 0.0% |
| Bank Of Montreal /Can/ | $103,165 | was 0.0% |
| Jones Financial Companies Lllp | $1,317 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 7.79M aandelen, $229.94M 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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