Effectdossier · gearchiveerd kwartaal
SSO
naam in afwachting van profielverwerking
36Gevolgde houders
-2Δ houders
1.67MGehouden aandelen
$86.48MGerapporteerde waarde
+6Nieuwe posities
−8Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -30.0% ·
netto nieuwe posities -5.6%
· 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 | 1 | 0 | 31.11K | $2.22M | n/a | n/a |
| Q2 2026 | 32 | -2 | 2.13M | $142.86M | +4 | −7 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | n/a |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | n/a | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | n/a |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | n/a | n/a |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | n/a | n/a |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | n/a | −1 |
| Q2 2024 | 2 | n/a | 423.43K | $34.98M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 284.74K | +918.5% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | HighTower Advisors, LLC | 250.55K | -26.9% | $13.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 153.47K | +18.7% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 139.43K | +80.6% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 100.87K | -7.1% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Hrt Financial Lp | 86.63K | +341.9% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 62.55K | -3.3% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 60.72K | -10.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 58.04K | +6.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 49.77K | +11.7% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Alliancebernstein L.P. | 42.49K | +6.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 45.74K | +0.7% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 42.55K | -36.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 38.39K | +19.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Squarepoint Ops LLC | 33.47K | Nieuw | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 29.01K | -99.2% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 28.20K | Nieuw | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 27.58K | -70.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 23.38K | -12.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 22.70K | -1.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 20.77K | -28.2% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 13.43K | -49.9% | $696,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 13.08K | +73.0% | $678,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 11.16K | Nieuw | $578,773 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Tudor Investment Corp Et Al | 8.99K | -10.0% | $466,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 7.37K | Nieuw | $382,557 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 5.79K | -37.2% | $300,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Us Bancorp \De\ | 2.38K | +5.3% | $123,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 2.16K | -63.0% | $112,165 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.04K | Nieuw | $51,355 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 610 | Nieuw | $31,678 | 0.0% | New | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 104 | +477.8% | $5,414 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Cwm, Llc | 80 | -100.0% | $4,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 30 | 0.0% | $1,556 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 2 | 0.0% | $108 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 1 | 0.0% | $37 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Squarepoint Ops LLC | $1.74M | 0.0% |
| Goldman Sachs Group | $1.46M | 0.0% |
| Jane Street Group, Llc | $578,773 | 0.0% |
| Quantinno Capital Management… | $382,557 | 0.0% |
| Jones Financial Companies Lllp | $51,355 | 0.0% |
| Rockefeller Capital… | $31,678 | 0.0% |
Verlaten
| Renaissance Technologies | $3.12M | was 0.0% |
| Citadel Advisors | $2.70M | was 0.0% |
| Simplex Trading, Llc | $641,116 | was 0.0% |
| Envestnet Asset Management Inc | $418,209 | was 0.0% |
| Cerity Partners LLC | $335,059 | was 0.0% |
| Commonwealth Equity Services… | $278,832 | was 0.0% |
| Northwestern Mutual Wealth… | $4,865 | was 0.0% |
| Citigroup Inc | $174 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 10.18M aandelen, $513.89M 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 ·
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