Effectdossier · gearchiveerd kwartaal
SUSL
naam in afwachting van profielverwerking
36Gevolgde houders
+2Δ houders
2.90MGehouden aandelen
$383.75MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +3.9% ·
netto nieuwe posities +5.6%
— 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 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | — | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | — |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | — | — |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | — | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | — |
| Q2 2024 | 1 | — | 32.39K | $3.16M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 681.99K | -3.5% | $90.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 485.26K | +6.6% | $64.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 422.64K | -4.6% | $55.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 422.64K | -4.6% | $55.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 422.64K | -4.6% | $55.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 422.64K | -4.6% | $55.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 381.50K | +1.3% | $50.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 381.50K | +1.3% | $50.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 201.36K | -0.4% | $26.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Creative Planning | 198.80K | -3.2% | $26.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Creative Planning | 198.80K | -3.2% | $26.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 64.88K | +4.2% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 64.88K | +4.2% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 50.17K | +99.4% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 48.95K | -5.9% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 42.47K | +1536.5% | $5.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 41.24K | +10.4% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 37.60K | Nieuw | $4.99M | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 37.60K | Nieuw | $4.99M | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 31.64K | -1.2% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 29.22K | +2.7% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 29.22K | +2.7% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 24.48K | +3.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 24.48K | +3.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 24.48K | +3.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 23.61K | +0.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 17.89K | +528.9% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 15.75K | -5.0% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 14.52K | -35.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 14.52K | -35.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 12.37K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 11.26K | +65.8% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 8.56K | +1.5% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 8.47K | +6.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 8.47K | +6.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Corient Private Wealth LP | 6.92K | -63.6% | $918,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Brown Advisory Inc | 5.15K | Nieuw | $683,714 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 4.00K | 0.0% | $530,774 | 0.0% | Held | 4 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 4.00K | 0.0% | $530,774 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Cerity Partners LLC | 3.88K | +36.4% | $515,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 3.73K | 0.0% | $494,797 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 3.06K | +10.1% | $406,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.96K | +15.9% | $392,473 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.96K | +15.9% | $392,473 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.96K | +15.9% | $392,473 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.81K | +21.4% | $372,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.81K | +21.4% | $372,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 2.77K | 0.0% | $367,878 | 0.0% | Held | 5 | SEC ↗ |
| 49 | Captrust Financial Advisors | 2.62K | 0.0% | $347,527 | 0.0% | Held | 3 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 1.25K | 0.0% | $165,187 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 1.03K | 0.0% | $136,477 | 0.0% | Held | 3 | SEC ↗ |
| 52 | UBS Group AG | 471 | +57.5% | $62,530 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $4.99M | 0.0% |
| Susquehanna International… | $4.99M | 0.0% |
| Citadel Advisors | $1.64M | 0.0% |
| Brown Advisory Inc | $683,714 | 0.0% |
Verlaten
| Fifth Third Bancorp | $8,520 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 193 houders, 5.37M aandelen, $499.62M 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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