Effectdossier · gearchiveerd kwartaal
SUSB
naam in afwachting van profielverwerking
46Gevolgde houders
-2Δ houders
19.66MGehouden aandelen
$491.26MGerapporteerde waarde
+0Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities -6.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 46 | -2 | 19.66M | $491.26M | — | −3 |
| Q1 2026 | 50 | +3 | 13.84M | $346.82M | +4 | −1 |
| Q4 2025 | 47 | 0 | 13.27M | $334.83M | — | — |
| Q3 2025 | 7 | +1 | 5.36M | $135.70M | +1 | — |
| Q2 2025 | 3 | -1 | 227.87K | $5.74M | — | −1 |
| Q1 2025 | 2 | +1 | 253.92K | $6.35M | +1 | — |
| Q4 2024 | 1 | -1 | 189.04K | $4.67M | — | −1 |
| Q3 2024 | 2 | +1 | 209.82K | $5.28M | +1 | — |
| Q2 2024 | 1 | — | 167.37K | $4.10M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.76M | +612.7% | $93.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 3.44M | +1.6% | $85.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 2.80M | +72.0% | $69.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.03M | +6.0% | $25.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | JPMorgan Chase ✦ | 884.93K | +150.0% | $22.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 733.82K | +10.1% | $18.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 726.06K | +7.8% | $18.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Wells Fargo & Company/Mn | 679.45K | +11.5% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Bank of New York Mellon Corp | 662.85K | -1.2% | $16.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 580.17K | +6.8% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 488.15K | +2.3% | $12.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 484.39K | +3.8% | $12.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 412.17K | -1.7% | $10.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 401.08K | +267.7% | $10.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 340.38K | +3.9% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 296.74K | +6.9% | $7.42M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 266.04K | +6.6% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 239.11K | +24.1% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Mml Investors Services, Llc | 171.43K | +811.2% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 159.74K | +125.5% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 147.39K | +987.9% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 146.04K | +5.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 137.44K | -6.9% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 104.94K | +9.0% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Raymond James Financial Inc | 91.16K | +40.4% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Susquehanna International Group, Llp | 88.91K | -42.4% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 67.72K | +5.3% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 44.28K | +2.9% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Franklin Resources Inc | 40.04K | +9.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 39.71K | -7.4% | $992,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 34.45K | +0.1% | $860,797 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Creative Planning | 31.89K | -15.3% | $796,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 23.95K | -68.1% | $598,635 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 22.32K | +114.4% | $558,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 22.15K | +113.6% | $553,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 17.00K | +73.5% | $424,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealthfront Advisers LLC | 11.07K | +7.9% | $276,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 10.89K | -64.2% | $272,166 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 10.05K | +135.4% | $251,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 4.59K | 0.0% | $114,679 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.69K | +190.9% | $67,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 2.69K | +654.2% | $67,097 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 43 | National Bank Of Canada /Fi/ | 550 | 0.0% | $13,739 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 199 | +16.4% | $4,969 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 159 | -80.1% | $3,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 90 | 0.0% | $2,249 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| HighTower Advisors, LLC | $2.37M | was 0.0% |
| Citigroup Inc | $25,065 | was 0.0% |
| Russell Investments Group… | $50 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 306 houders, 29.19M aandelen, $679.82M 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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