Effectdossier · gearchiveerd kwartaal
STEW
naam in afwachting van profielverwerking
25Gevolgde houders
+1Δ houders
5.00MGehouden aandelen
$89.50MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom +4.5% ·
netto nieuwe posities +4.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 5.00M | $89.50M | +3 | −2 |
| Q1 2026 | 25 | 0 | 4.79M | $81.93M | +2 | −2 |
| Q4 2025 | 25 | 0 | 4.95M | $91.71M | +1 | −1 |
| Q3 2025 | 3 | 0 | 2.51M | $45.50M | — | — |
| Q2 2025 | 1 | 0 | 135.17K | $2.39M | +1 | −1 |
| Q1 2025 | 1 | 0 | 19.59K | $337,841 | — | — |
| Q4 2024 | 1 | +1 | 21.04K | $337,125 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.07M | -4.2% | $37.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.07M | -4.2% | $37.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.07M | -4.2% | $37.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.07M | -4.2% | $37.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.07M | -4.2% | $37.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Allspring Global Investments… | 853.37K | +18.2% | $15.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 446.90K | +4.8% | $8.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 286.24K | +2.6% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 204.36K | -8.2% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 204.36K | -8.2% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 204.36K | -8.2% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 173.85K | +14.6% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 173.85K | +14.6% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 155.60K | +8951.7% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 128.47K | -24.5% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 128.47K | -24.5% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Capstone Investment Advisors, Llc | 111.82K | 0.0% | $2.00M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 105.89K | -0.8% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 103.63K | -3.3% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 76.17K | -3.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 76.17K | -3.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 70.79K | +0.7% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 38.51K | -4.5% | $689,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 38.51K | -4.5% | $689,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 36.32K | 0.0% | $650,196 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 36.32K | 0.0% | $650,196 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 32.52K | +84.4% | $582,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 25.71K | +0.5% | $460,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 18.89K | +50.5% | $338,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mariner, LLC | 17.39K | Nieuw | $311,250 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 12.57K | +3.0% | $223,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 12.43K | Nieuw | $222,421 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 11.37K | Nieuw | $203,487 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 11.37K | Nieuw | $203,487 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.02K | +31.1% | $36,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 365 | +118.6% | $6,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 220 | 0.0% | $3,938 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 220 | 0.0% | $3,938 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mariner, LLC | $311,250 | 0.0% |
| Mercer Global Advisors Inc… | $222,421 | 0.0% |
| Jane Street Group, Llc | $203,487 | 0.0% |
| Jane Street Group, Llc | $203,487 | 0.0% |
Verlaten
| Creative Planning | $249,810 | was 0.0% |
| Citadel Advisors | $173,120 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 15.55M aandelen, $255.99M 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: Q2 2026 ·
Methodologie ·
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