Effectdossier · gearchiveerd kwartaal
TY
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
3.27MGehouden aandelen
$103.22MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 3.43M | $118.00M | +2 | −2 |
| Q1 2026 | 39 | 0 | 3.27M | $103.22M | +1 | −1 |
| Q4 2025 | 39 | +2 | 3.28M | $107.08M | +2 | — |
| Q3 2025 | 2 | -1 | 530.95K | $18.05M | — | −1 |
| Q2 2025 | 1 | 0 | 8.26K | $261,353 | — | — |
| Q1 2025 | 1 | 0 | 11.71K | $359,238 | — | — |
| Q4 2024 | 1 | +1 | 18.49K | $586,011 | +1 | — |
| Q2 2024 | 1 | — | 11.31K | $350,271 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 553.80K | -1.5% | $17.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Lazard Asset Management Llc | 514.53K | -0.6% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Allspring Global Investments… | 366.01K | +9.5% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 260.98K | -4.7% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 213.27K | -18.7% | $6.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 198.74K | +3.1% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 166.09K | -5.4% | $5.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 123.08K | +395.8% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 103.65K | +3.8% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 96.59K | +2.9% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 84.59K | +15.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 82.63K | -35.0% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 78.69K | -3.2% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 58.24K | +1.9% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 55.26K | +2.4% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 46.88K | +0.1% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 29.07K | +0.5% | $918,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 25.95K | +0.6% | $819,704 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 22.82K | +37.4% | $720,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.61K | -2.0% | $714,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 18.35K | +21.5% | $579,525 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Citadel Advisors ✦ | 15.66K | -65.1% | $494,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.53K | +6.0% | $490,577 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 15.61K | -1.2% | $482,536 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | Corient Private Wealth LP | 11.76K | -51.0% | $371,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Sei Investments Co | 11.34K | Nieuw | $358,070 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 9.82K | 0.0% | $310,309 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Susquehanna International Group, Llp | 8.90K | +5.9% | $281,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 8.67K | +6.2% | $273,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 8.02K | -11.2% | $253,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 7.95K | -7.3% | $251,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 6.55K | -16.6% | $206,883 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Cwm, Llc | 6.42K | +0.1% | $202,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 4.99K | 0.0% | $157,476 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 3.29K | -60.9% | $103,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 3.25K | 0.0% | $102,510 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.05K | 0.0% | $96,349 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.64K | 0.0% | $81,677 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 1.64K | 0.0% | $51,776 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Sei Investments Co | $358,070 | 0.0% |
Verlaten
| Jane Street Group, Llc | $560,805 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 152 houders, 6.84M aandelen, $212.21M 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: Q1 2026 ·
Methodologie ·
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