Effectdossier · gearchiveerd kwartaal
UP
naam in afwachting van profielverwerking
23Gevolgde houders
-13Δ houders
946.64KGehouden aandelen
$8.49MGerapporteerde waarde
+6Nieuwe posities
−19Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -30.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder 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 | 23 | -13 | 946.64K | $8.49M | +6 | −19 |
| Q1 2026 | 37 | -4 | 9.39M | $4.85M | +6 | −10 |
| Q4 2025 | 41 | -3 | 10.83M | $7.11M | — | −3 |
| Q3 2025 | 13 | 0 | 8.47M | $15.59M | +3 | −3 |
| Q2 2025 | 10 | +2 | 9.04M | $9.68M | +3 | −1 |
| Q1 2025 | 5 | 0 | 4.20M | $4.24M | +2 | −2 |
| Q4 2024 | 5 | -1 | 3.77M | $6.22M | +1 | −2 |
| Q3 2024 | 5 | +1 | 2.07M | $5.00M | +2 | −1 |
| Q2 2024 | 4 | — | 1.30M | $2.41M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 391.19K | +506.0% | $3.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Vanguard Capital Management Llc | 218.48K | +35.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 125.28K | +140.8% | $1.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passief) | 125.28K | +140.8% | $1.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | UBS Group AG | 90.94K | +72.5% | $815,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 90.94K | +72.5% | $815,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 90.94K | +72.5% | $815,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 90.94K | +72.5% | $815,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 40.82K | +285.0% | $366,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northern Trust Corp | 40.82K | +285.0% | $366,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Charles Schwab Investment… | 35.48K | +23.9% | $318,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | New York State Common Retirement… | 11.00K | Nieuw | $98,670 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 8.96K | +91.4% | $80,363 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.96K | +91.4% | $80,363 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.96K | +91.4% | $80,363 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 8.96K | +91.4% | $80,363 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 4.57K | +45580.0% | $40,975 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 4.57K | +45580.0% | $40,975 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 4.57K | +45580.0% | $40,975 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rhumbline Advisers | 4.04K | +10271.8% | $36,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Group One Trading Llc | 3.27K | -75.9% | $29,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Citigroup Inc | 2.52K | +125850.0% | $22,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 2.52K | +125850.0% | $22,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.50K | Nieuw | $22,470 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.37K | +2050.9% | $19,378 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.37K | +2050.9% | $19,378 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.37K | +2050.9% | $19,378 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Barclays Plc | 1.35K | Nieuw | $12,083 | 0.0% | New | 1 | SEC ↗ |
| 34 | Barclays Plc | 1.35K | Nieuw | $12,083 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 1.09K | +447.2% | $9,768 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Legal & General Group Plc | 704 | Nieuw | $6,304 | 0.0% | New | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 651 | +151.3% | $6,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 651 | +151.3% | $6,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 601 | +152.5% | $5,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 601 | +152.5% | $5,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 433 | Nieuw | $3,884 | 0.0% | New | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 326 | +50.2% | $2,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 81 | Nieuw | $727 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 1 | 0.0% | $9 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| New York State Common… | $98,670 | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $22,470 | 0.0% |
| Barclays Plc | $12,083 | 0.0% |
| Barclays Plc | $12,083 | 0.0% |
| Legal & General Group Plc | $6,304 | 0.0% |
| Russell Investments Group… | $3,884 | 0.0% |
| Fidelity (FMR) | $727 | 0.0% |
Verlaten
| Jane Street Group, Llc | $228,414 | was 0.0% |
| State Street Global Advisors | $213,073 | was 0.0% |
| Cetera Investment Advisers | $92,765 | was 0.0% |
| Susquehanna International… | $77,866 | was 0.0% |
| Victory Capital Management Inc | $26,382 | was 0.0% |
| Citadel Advisors | $25,600 | was 0.0% |
| Gotham Asset Management | $25,477 | was 0.0% |
| Blair William & Co/Il | $23,839 | was 0.0% |
| IMC-Chicago, LLC | $19,149 | was 0.0% |
| LPL Financial LLC | $18,212 | was 0.0% |
| Two Sigma Investments | $16,056 | was 0.0% |
| Focus Partners Wealth | $12,712 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 553.74M aandelen, $286.16M 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