Effectdossier · gearchiveerd kwartaal
XSD
naam in afwachting van profielverwerking
52Gevolgde houders
-3Δ houders
1.19MGehouden aandelen
$389.32MGerapporteerde waarde
+1Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.5% ·
aandelenstroom +4.9% ·
netto nieuwe posities -5.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.71K | $1.96M | n/a | n/a |
| Q2 2026 | 54 | +3 | 1.21M | $755.03M | +4 | −1 |
| Q1 2026 | 52 | -3 | 1.19M | $389.32M | +1 | −4 |
| Q4 2025 | 55 | -1 | 1.14M | $366.01M | n/a | −1 |
| Q3 2025 | 9 | +1 | 331.39K | $105.75M | +2 | −1 |
| Q2 2025 | 5 | 0 | 69.21K | $17.75M | +1 | −1 |
| Q1 2025 | 3 | 0 | 26.83K | $5.39M | n/a | n/a |
| Q4 2024 | 3 | 0 | 28.14K | $6.99M | n/a | n/a |
| Q3 2024 | 3 | -2 | 14.04K | $3.37M | n/a | −2 |
| Q2 2024 | 5 | n/a | 26.22K | $6.49M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 247.25K | +1.5% | $80.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 162.66K | +6.0% | $53.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 86.69K | -0.9% | $28.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 81.78K | -1.9% | $26.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Pnc Financial Services Group, Inc. | 73.34K | -6.1% | $23.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 6 | Raymond James Financial Inc | 70.55K | +76.8% | $23.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 52.30K | -7.3% | $17.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 50.97K | +7.1% | $16.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bnp Paribas Financial Markets | 50.36K | +99.2% | $16.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 34.81K | +7.3% | $11.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 32.27K | -1.3% | $10.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 26.74K | +105.8% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 26.45K | +64.1% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Ameriprise Financial Inc | 21.29K | -5.4% | $6.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 21.04K | -14.9% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 21.01K | -2.6% | $6.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.68K | +2.2% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.42K | -4.7% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 14.24K | -1.9% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 13.04K | +14.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 9.83K | 0.0% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 7.00K | +6.0% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 6.38K | +1.6% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 5.73K | +59.4% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 5.23K | -13.7% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Citigroup Inc | 4.37K | +10.5% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 3.76K | -1.0% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 3.57K | +5.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 3.29K | +1.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 3.24K | 0.0% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 3.03K | +196.1% | $986,677 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | JPMorgan Chase ✦ | 2.54K | 0.0% | $778,591 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | D. E. Shaw & Co. ✦ | 2.16K | 0.0% | $704,419 | 0.0% | Held | 8 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 1.41K | 0.0% | $458,525 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.40K | +14.9% | $457,110 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Blair William & Co/Il | 1.37K | +72.3% | $445,582 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 1.14K | -1.2% | $370,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northern Trust Corp | 922 | 0.0% | $300,683 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 910 | -57.7% | $296,769 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 472 | 0.0% | $153,883 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 464 | Nieuw | $151,320 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cwm, Llc | 451 | +11.1% | $147,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 320 | +14.3% | $104,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Barclays Plc | 250 | 0.0% | $81,530 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 178 | 0.0% | $58,049 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Belvedere Trading LLC | 165 | -85.0% | $53,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 159 | 0.0% | $51,867 | 0.0% | Held | 4 | SEC ↗ |
| 48 | Allspring Global Investments… | 110 | 0.0% | $36,769 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 88 | -94.4% | $28,699 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Bank Of Montreal /Can/ | 68 | +1600.0% | $22,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 58 | 0.0% | $18,922 | 0.0% | Held | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 50 | 0.0% | $16,587 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $151,320 | 0.0% |
Verlaten
| Citadel Advisors | $6.01M | was 0.0% |
| Baird Financial Group, Inc. | $2.71M | was 0.0% |
| Hrt Financial Lp | $206,000 | was 0.0% |
| Qube Research & Technologies… | $95,194 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 247 houders, 1.76M aandelen, $560.12M 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.
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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