Effectdossier · gearchiveerd kwartaal
XSW
naam in afwachting van profielverwerking
45Gevolgde houders
+4Δ houders
781.24KGehouden aandelen
$134.16MGerapporteerde waarde
+7Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.8% ·
aandelenstroom +14.8% ·
netto nieuwe posities +6.7%
— 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 | 45 | +4 | 781.24K | $134.16M | +7 | −4 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 2 | LPL Financial LLC | 74.43K | -25.9% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 65.75K | +180.3% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 57.26K | +107.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 43.39K | -33.7% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 42.36K | +255.7% | $7.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | UBS Group AG | 39.02K | -4.7% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Goldman Sachs Group ✦ | 27.25K | +165.4% | $4.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Royal Bank Of Canada | 25.12K | +2.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Bnp Paribas Financial Markets | 19.70K | +98.6% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 14.62K | +14.5% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 12.77K | +403.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 11.39K | -16.0% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 10.11K | +24.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 8.96K | -42.2% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Corient Private Wealth LP | 8.46K | -11.3% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | DZ BANK AG Deutsche Zentral… | 8.00K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 5.76K | -42.5% | $989,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 4.35K | Nieuw | $747,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 4.25K | +15.0% | $730,866 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 2.93K | -71.6% | $502,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 2.87K | +255.5% | $492,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 2.82K | -27.9% | $485,222 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Kayne Anderson Rudnick Investment… | 2.58K | Nieuw | $442,181 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 2.25K | +0.1% | $385,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 2.28K | +12.7% | $381,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 1.61K | 0.0% | $276,267 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Bank Julius Baer & Co. Ltd, Zurich | 1.37K | Nieuw | $234,861 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 1.32K | -13.0% | $226,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 1.31K | Nieuw | $225,412 | 0.0% | New | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 1.13K | -0.3% | $193,456 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 767 | +59.8% | $131,775 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Fifth Third Bancorp | 475 | +26.7% | $81,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Belvedere Trading LLC | 423 | -88.9% | $72,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 250 | 0.0% | $44,237 | 0.0% | Held | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 208 | -79.9% | $35,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 200 | 0.0% | $34,302 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Lazard Asset Management Llc | 167 | Nieuw | $28,632 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Simplex Trading, Llc | 156 | Nieuw | $26,802 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 100 | 0.0% | $17,181 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Victory Capital Management Inc | 65 | Nieuw | $11,178 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 60 | -87.3% | $10,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 52 | 0.0% | $8,934 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 43 | 0.0% | $7,388 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $4,295 | 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
| Hrt Financial Lp | $747,000 | 0.0% |
| Kayne Anderson Rudnick… | $442,181 | 0.0% |
| Bank Julius Baer & Co. Ltd… | $234,861 | 0.0% |
| AQR Capital Management | $225,412 | 0.0% |
| Lazard Asset Management Llc | $28,632 | 0.0% |
| Simplex Trading, Llc | $26,802 | 0.0% |
| Victory Capital Management Inc | $11,178 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.89M | was 0.0% |
| Hsbc Holdings Plc | $842,099 | was 0.0% |
| D. E. Shaw & Co. | $216,139 | was 0.0% |
| Qube Research & Technologies… | $14,229 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 1.55M aandelen, $215.56M 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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