Effectdossier · gearchiveerd kwartaal
STPZ
naam in afwachting van profielverwerking
35Gevolgde houders
-1Δ houders
2.99MGehouden aandelen
$161.66MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom +0.7% ·
netto nieuwe posities -2.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 33 | -1 | 3.67M | $196.22M | +1 | −2 |
| Q1 2026 | 35 | -1 | 2.99M | $161.66M | +2 | −3 |
| Q4 2025 | 36 | +1 | 2.97M | $159.19M | +1 | — |
| Q3 2025 | 4 | -1 | 678.54K | $36.76M | — | −1 |
| Q2 2025 | 2 | 0 | 18.05K | $971,215 | — | — |
| Q1 2025 | 1 | 0 | 49.56K | $2.68M | — | — |
| Q4 2024 | 1 | 0 | 108.37K | $5.67M | — | — |
| Q3 2024 | 1 | 0 | 24.82K | $1.31M | — | — |
| Q2 2024 | 1 | — | 45.64K | $2.36M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 646.92K | +17.4% | $35.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 646.92K | +17.4% | $35.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 646.92K | +17.4% | $35.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 460.16K | -10.4% | $24.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 460.16K | -10.4% | $24.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 460.16K | -10.4% | $24.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of Nova Scotia | 280.54K | +2.0% | $15.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of Nova Scotia | 280.54K | +2.0% | $15.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 246.43K | -1.6% | $13.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 246.43K | -1.6% | $13.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 246.43K | -1.6% | $13.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 246.43K | -1.6% | $13.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 217.62K | +7.4% | $11.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 175.05K | +11.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 146.75K | +9.9% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 146.75K | +9.9% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 146.75K | +9.9% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 146.75K | +9.9% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 123.91K | -4.6% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 123.91K | -4.6% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 91.47K | +2.4% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 80.38K | -8.7% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 66.85K | -1.9% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 63.84K | -0.4% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 62.03K | +39.1% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 42.77K | +3.3% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 42.12K | +12.8% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 35.02K | -4.3% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 35.02K | -4.3% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 29.93K | -1.2% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 27.19K | -2.7% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 27.19K | -2.7% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 26.65K | 0.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 21.17K | -23.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 17.54K | -81.1% | $949,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Creative Planning | 16.94K | -0.3% | $916,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cetera Investment Advisers | 14.27K | +81.7% | $772,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Manufacturers Life Insurance… | 12.85K | Nieuw | $695,486 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 11.72K | +0.3% | $634,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 6.92K | +5.3% | $373,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 5.61K | -3.4% | $303,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 5.47K | -56.9% | $295,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 4.54K | 0.0% | $245,726 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.48K | +1096.6% | $134,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cwm, Llc | 1.80K | -24.5% | $97,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 645 | 0.0% | $34,899 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 13 | 0.0% | $703 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Simplex Trading, Llc | 5 | Nieuw | $270 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 3 | 0.0% | $161 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Manufacturers Life Insurance… | $695,486 | 0.0% |
| Simplex Trading, Llc | $270 | 0.0% |
Verlaten
| Pnc Financial Services Group… | $286,276 | was 0.0% |
| Cerity Partners LLC | $244,416 | was 0.0% |
| Northwestern Mutual Wealth… | $10,732 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 113 houders, 5.38M aandelen, $290.76M 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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