Effectdossier · gearchiveerd kwartaal
XSD
naam in afwachting van profielverwerking
53Gevolgde houders
+3Δ houders
1.20MGehouden aandelen
$746.12MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.0% ·
aandelenstroom +1.5% ·
netto nieuwe posities +3.8%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 | 53 | +3 | 1.20M | $746.12M | +4 | −2 |
| Q1 2026 | 52 | -3 | 1.19M | $389.32M | +1 | −4 |
| Q4 2025 | 55 | -1 | 1.14M | $366.01M | — | −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 | — | — |
| Q4 2024 | 3 | 0 | 28.14K | $6.99M | — | — |
| Q3 2024 | 3 | -2 | 14.04K | $3.37M | — | −2 |
| Q2 2024 | 5 | — | 26.22K | $6.49M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 215.97K | -12.7% | $134.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 199.21K | +22.5% | $124.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 96.80K | +11.7% | $60.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 75.34K | -7.9% | $46.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Pnc Financial Services Group, Inc. | 71.77K | -2.1% | $44.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | Goldman Sachs Group ✦ | 61.46K | +17.5% | $38.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.85K | -20.8% | $34.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Two Sigma Investments ✦ | 48.64K | Nieuw | $30.34M | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 43.24K | -15.2% | $26.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Osaic Holdings, Inc. | 37.65K | +8.2% | $23.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | D. E. Shaw & Co. ✦ | 31.15K | +1342.2% | $19.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 12 | Cetera Investment Advisers | 26.17K | -18.9% | $16.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 25.34K | -49.7% | $15.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 21.51K | +1.0% | $13.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 19.65K | -6.6% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 19.56K | -6.9% | $12.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 18.48K | +0.3% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 18.22K | -2.5% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 16.68K | -37.0% | $10.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Susquehanna International Group, Llp | 15.25K | -43.0% | $9.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 8.16K | -17.0% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 8.73K | +24.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 7.36K | -43.6% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 6.95K | +9.1% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Jane Street Group, Llc | 6.73K | +28.6% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 4.20K | +11.7% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 4.08K | -6.5% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 3.65K | +2.3% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 3.51K | +8.4% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 3.03K | 0.0% | $1.89M | 0.0% | Held | 4 | SEC ↗ ×2 |
| 31 | Wealth Enhancement Advisory… | 3.29K | 0.0% | $1.85M | 0.0% | Held | 3 | SEC ↗ |
| 32 | Blair William & Co/Il | 2.43K | +77.7% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.48K | -2.6% | $1.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 34 | Rockefeller Capital Management L.P. | 2.35K | -58.9% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mirae Asset Global Investments Co.… | 2.30K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 1.66K | +17.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.55K | +10.8% | $968,394 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 1.30K | +14.8% | $813,093 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 1.07K | +17.4% | $666,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 922 | 0.0% | $575,051 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Simplex Trading, Llc | 844 | Nieuw | $526,402 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 509 | +9.7% | $317,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 472 | 0.0% | $294,408 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Mackenzie Financial Corp | 460 | Nieuw | $286,902 | 0.0% | New | 1 | SEC ↗ |
| 45 | Franklin Resources Inc | 320 | 0.0% | $199,584 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 283 | +59.0% | $176,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Barclays Plc | 250 | 0.0% | $155,925 | 0.0% | Held | 3 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 166 | +186.2% | $103,423 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 159 | 0.0% | $99,196 | 0.0% | Held | 5 | SEC ↗ |
| 50 | Allspring Global Investments… | 115 | +4.5% | $64,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 59 | -13.2% | $36,798 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 50 | 0.0% | $29,760 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 47 | -46.6% | $29,314 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $30.34M | 0.0% |
| Mirae Asset Global… | $1.43M | 0.0% |
| Simplex Trading, Llc | $526,402 | 0.0% |
| Mackenzie Financial Corp | $286,902 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $4.64M | was 0.0% |
| Belvedere Trading LLC | $53,810 | 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 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 ·
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