TVAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities -5.9% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 12.81M | +5.7% | $533.79M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 4.70M | +2089.1% | $196.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 618.98K | +13.7% | $25.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 216.97K | +30.0% | $9.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 159.45K | +21.6% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 108.07K | +8.4% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 105.64K | +32.1% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 103.41K | +48.2% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Corient Private Wealth LP | 40.52K | 0.0% | $1.69M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 31.78K | +17.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 25.00K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 18.71K | -21.1% | $779,749 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 8.27K | Nieuw | $344,860 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.47K | +292.5% | $102,908 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 309 | Nieuw | $12,864 | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 63 | Nieuw | $2,626 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 31 | Nieuw | $1,292 | 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
| Citadel Advisors | $344,860 | 0.0% |
| JPMorgan Chase | $12,864 | 0.0% |
| Bank Of Montreal /Can/ | $2,626 | 0.0% |
| Assetmark, Inc | $1,292 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.59M | was 0.0% |
| HighTower Advisors, LLC | $704,288 | was 0.0% |
| Susquehanna International… | $647,477 | was 0.0% |
| UBS Group AG | $29,451 | was 0.0% |
| Royal Bank Of Canada | $4,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 15.10M aandelen, $106.57M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.