TAXF
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +10.5% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 0 | 4.89M | $248.40M | +3 | −3 |
| Q1 2026 | 28 | +3 | 5.97M | $299.00M | +3 | — |
| Q4 2025 | 25 | 0 | 5.47M | $275.35M | — | — |
| Q3 2025 | 3 | +1 | 371.14K | $18.64M | +1 | — |
| Q1 2025 | 1 | 0 | 5.28K | $261,155 | +1 | −1 |
| Q4 2024 | 1 | +1 | 4.37K | $219,112 | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.45M | +6.3% | $124.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 690.05K | +5.6% | $35.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 457.04K | +18.8% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 457.04K | +18.8% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 353.82K | +37.8% | $17.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 276.07K | +0.7% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 276.07K | +0.7% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 94.63K | -8.7% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 83.15K | +124.2% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 65.57K | Nouveau | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 64.03K | +24.9% | $3.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 64.03K | +24.9% | $3.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 61.79K | +6.5% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 52.82K | +32.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 52.82K | +32.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 48.48K | -9.8% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 47.53K | +17.4% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 33.85K | +40.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 25.59K | +141.5% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 17.23K | +6.3% | $876,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 17.23K | +6.3% | $876,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 11.02K | -32.9% | $560,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 10.95K | Nouveau | $556,389 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 10.70K | +0.2% | $543,666 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 9.96K | +126.8% | $506,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 8.02K | -3.5% | $407,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 6.52K | +6359.4% | $331,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 6.52K | +6359.4% | $331,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 6.12K | +30.1% | $310,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 4.68K | Nouveau | $236,479 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 887 | -13.3% | $45,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | — | $44 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 1 | 0.0% | $35 | 0.0% | Held | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Goldman Sachs Group | $3.33M | 0.0% |
| Citadel Advisors | $556,389 | 0.0% |
| Wealth Enhancement Advisory… | $236,479 | 0.0% |
Sorti(e)
| Mariner, LLC | $1.54M | était 0.0% |
| American Century Companies Inc | $1.42M | était 0.0% |
| Susquehanna International… | $562,812 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 104 détenteurs, 9.42M actions, $441.85M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.