Effectdossier · gearchiveerd kwartaal
ADX
naam in afwachting van profielverwerking
41Gevolgde houders
0Δ houders
11.37MGehouden aandelen
$265.21MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.3% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 282.82K | $7.30M | n/a | n/a |
| Q2 2026 | 41 | -2 | 10.30M | $263.31M | +2 | −5 |
| Q1 2026 | 45 | +4 | 10.81M | $236.69M | +4 | n/a |
| Q4 2025 | 41 | 0 | 11.37M | $265.21M | n/a | n/a |
| Q3 2025 | 2 | -1 | 2.39M | $53.30M | n/a | −1 |
| Q2 2025 | 1 | +1 | 12.15K | $263,798 | +1 | n/a |
| Q4 2024 | 1 | 0 | 16.26K | $328,533 | n/a | n/a |
| Q3 2024 | 1 | 0 | 80.90K | $1.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 76.76K | $1.65M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 3.59M | n/a | $83.72M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.86M | -21.4% | $43.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.35M | n/a | $31.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 935.88K | n/a | $21.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 430.95K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 432.56K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 403.43K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Allspring Global Investments… | 400.72K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 281.29K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 220.72K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 181.54K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 150.52K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 128.46K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 120.91K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 115.68K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 97.60K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 74.53K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 72.29K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 64.92K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 63.84K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 48.24K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 45.56K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Invesco Ltd. | 39.31K | n/a | $916,779 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.59K | n/a | $876,692 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 32.76K | n/a | $764,030 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 29.36K | n/a | $684,584 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Jane Street Group, Llc | 27.27K | n/a | $635,866 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 24.00K | n/a | $559,681 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 21.80K | n/a | $508,483 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 15.89K | n/a | $370,541 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.34K | -45.6% | $334,386 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Truist Financial Corp | 12.97K | n/a | $302,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 11.89K | n/a | $277,182 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 11.69K | n/a | $272,634 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 11.05K | n/a | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 10.41K | n/a | $242,878 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 7.91K | n/a | $184,485 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 436 | n/a | $10,168 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 324 | n/a | $7,556 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 62 | n/a | $1,446 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 5 | n/a | $117 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 197 houders, 20.68M aandelen, $420.58M 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: Q4 2025 ·
Methodologie ·
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