Effectdossier · gearchiveerd kwartaal
TOPT
naam in afwachting van profielverwerking
27Gevolgde houders
0Δ houders
4.91MGehouden aandelen
$161.53MGerapporteerde waarde
+6Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +29.1% · netto nieuwe posities 0.0% — formule
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 | 27 | 0 | 4.91M | $161.53M | +6 | −6 |
| Q1 2026 | 28 | +3 | 3.80M | $108.85M | +7 | −4 |
| Q4 2025 | 25 | -1 | 2.38M | $74.26M | +1 | −2 |
| Q3 2025 | 5 | -1 | 701.63K | $21.37M | — | −1 |
| Q2 2025 | 3 | +1 | 703.81K | $19.21M | +1 | — |
| Q1 2025 | 1 | 0 | 37.09K | $883,365 | — | — |
| Q4 2024 | 1 | +1 | 3.90K | $101,556 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.21M | +15.8% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 788.41K | +16.4% | $25.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Victory Capital Management Inc | 689.02K | 0.0% | $22.68M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 518.63K | +21.6% | $17.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 518.63K | +21.6% | $17.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 425.07K | +1.2% | $13.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 425.07K | +1.2% | $13.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 393.12K | Nieuw | $12.94M | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 204.32K | +60.8% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 154.20K | Nieuw | $5.08M | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 113.95K | +18.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 113.95K | +18.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 88.14K | +831.6% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 88.14K | +831.6% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 84.07K | +41.2% | $2.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 68.86K | +85.1% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 44.09K | Nieuw | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 42.35K | +6.5% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 25.33K | 0.0% | $833,897 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 25.33K | 0.0% | $833,897 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 24.62K | +37.7% | $810,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 24.62K | +37.7% | $810,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 9.67K | Nieuw | $318,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 9.20K | Nieuw | $302,708 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 6.84K | -66.3% | $225,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.23K | +3932.5% | $106,188 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 2.09K | -60.1% | $68,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 2.09K | -60.1% | $68,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.96K | +188.2% | $64,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Simplex Trading, Llc | 1.34K | +67.1% | $44,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 555 | -5.5% | $18,271 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 340 | -96.2% | $11,193 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 172 | +2357.1% | $5,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 172 | +2357.1% | $5,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1 | Nieuw | $34 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mirae Asset Global… | $12.94M | 0.0% |
| Two Sigma Investments | $5.08M | 0.0% |
| D. E. Shaw & Co. | $1.45M | 0.0% |
| Hrt Financial Lp | $318,000 | 0.0% |
| Mml Investors Services, Llc | $302,708 | 0.0% |
| Morgan Stanley | $34 | 0.0% |
Verlaten
| Royal Bank Of Canada | $1.52M | was 0.0% |
| Susquehanna International… | $900,986 | was 0.0% |
| Jane Street Group, Llc | $309,268 | was 0.0% |
| Jones Financial Companies Lllp | $37,685 | was 0.0% |
| Group One Trading Llc | $11,448 | was 0.0% |
| Us Bancorp \De\ | $2,977 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 5.60M aandelen, $160.86M 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 ·
Verkrijg dit via de API