Effectdossier · gearchiveerd kwartaal
WSBF
naam in afwachting van profielverwerking
55Gevolgde houders
-1Δ houders
8.10MGehouden aandelen
$167.91MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.8% ·
aandelenstroom +3.8% ·
netto nieuwe posities -1.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 55 | -1 | 8.10M | $167.91M | +3 | −4 |
| Q1 2026 | 58 | +3 | 7.83M | $141.12M | +5 | −2 |
| Q4 2025 | 55 | -1 | 8.01M | $132.57M | n/a | −1 |
| Q3 2025 | 17 | +1 | 5.57M | $86.96M | +1 | n/a |
| Q2 2025 | 13 | +1 | 5.22M | $72.09M | +1 | n/a |
| Q1 2025 | 9 | 0 | 2.38M | $31.97M | n/a | n/a |
| Q4 2024 | 9 | +1 | 2.32M | $31.20M | +1 | n/a |
| Q3 2024 | 7 | +1 | 1.83M | $26.90M | +1 | n/a |
| Q2 2024 | 6 | n/a | 1.89M | $24.18M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.64M | +9.0% | $34.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 2 | Dimensional Fund Advisors Lp | 1.42M | +0.3% | $29.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Renaissance Technologies ✦ | 1.05M | -3.9% | $21.80M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 641.00K | -8.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 398.37K | +1.0% | $8.26M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 388.48K | +5.9% | $8.05M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 341.97K | +36.7% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 259.09K | +15.3% | $5.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 9 | Morgan Stanley ✦ | 197.81K | +28.8% | $4.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 10 | Goldman Sachs Group ✦ | 196.66K | -22.7% | $4.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Quantinno Capital Management LP | 169.42K | +19.8% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 167.09K | 0.0% | $3.46M | 0.0% | Held | 9 | SEC ↗ |
| 13 | Northern Trust Corp | 143.76K | +2.6% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Charles Schwab Investment… | 129.10K | +1.8% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 119.14K | +328.0% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 90.56K | +7.9% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Fidelity (FMR) ✦ | 88.87K | +5.5% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Two Sigma Investments ✦ | 64.55K | -24.9% | $1.34M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Hsbc Holdings Plc | 49.49K | +3.1% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Nuveen, LLC | 43.63K | 0.0% | $904,450 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 43.35K | -4.1% | $898,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Connor, Clark & Lunn Investment… | 41.78K | -6.6% | $866,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | State Of Wisconsin Investment Board | 34.80K | +0.6% | $721,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 33.93K | -16.6% | $703,286 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 27.20K | +36.4% | $563,881 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Citadel Advisors ✦ | 27.09K | -31.3% | $561,617 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 26.50K | +2.4% | $477,885 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 22.42K | +4.9% | $464,698 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 21.77K | +26.3% | $451,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rhumbline Advisers | 19.51K | +2.0% | $404,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 18.66K | -20.4% | $386,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 18.54K | +22.0% | $384,397 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Invesco Ltd. | 17.47K | +1.1% | $362,132 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | Wealth Enhancement Advisory… | 16.82K | +18.1% | $332,448 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 14.81K | +329.5% | $306,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 13.51K | +108.7% | $280,044 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Creative Planning | 13.20K | Nieuw | $273,657 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Canada Pension Plan Investment Board | 12.20K | 0.0% | $252,906 | 0.0% | Held | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 11.75K | -44.2% | $242,009 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 40 | T. Rowe Price ✦ | 11.20K | +3.6% | $233,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 9.90K | Nieuw | $205,289 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Barclays Plc | 9.16K | -21.8% | $189,928 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | New York State Common Retirement… | 7.05K | +244.4% | $146,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 7.00K | +261.7% | $145,006 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.96K | -3.7% | $144,281 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 5.90K | +145.3% | $122,369 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Bnp Paribas Financial Markets | 4.86K | -19.6% | $100,644 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS Group AG | 2.00K | -74.3% | $41,419 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Legal & General Group Plc | 1.44K | 0.0% | $29,872 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 1.19K | -47.8% | $24,582 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | UBS AM, a distinct business unit of… | 777 | 0.0% | $16,107 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 795 | +122.7% | $16,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Jones Financial Companies Lllp | 198 | +10.0% | $4,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Optiver Holding B.V. | 156 | 0.0% | $3,234 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Federated Hermes, Inc. | 109 | Nieuw | $2,260 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Creative Planning | $273,657 | 0.0% |
| Cerity Partners LLC | $205,289 | 0.0% |
| Federated Hermes, Inc. | $2,260 | 0.0% |
Verlaten
| Jane Street Group, Llc | $282,747 | was 0.0% |
| GAMCO Investors | $180,300 | was 0.0% |
| Simplex Trading, Llc | $15,181 | was 0.0% |
| Northwestern Mutual Wealth… | $12,008 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 9.39M aandelen, $165.62M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Aug 13
Gordon Ryan J
Officer · 620 aand · $13,082
Aug 13
Gordon Ryan J
Officer · 1.30K aand · $27,443
Aug 13
Gordon Ryan J
Officer · 6.24K aand · $131,881
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
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 ·
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