AIO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +6 | 4.60M | $129.00M | +8 | −2 |
| Q1 2026 | 25 | +2 | 4.26M | $91.12M | +3 | −1 |
| Q4 2025 | 23 | 0 | 4.41M | $95.97M | — | — |
| Q3 2025 | 2 | 0 | 1.16M | $27.98M | — | — |
| Q2 2025 | 1 | — | 1 | $25 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | -7.5% | $23.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.08M | -7.5% | $23.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.08M | -7.5% | $23.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 845.75K | — | $18.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 628.20K | — | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 628.20K | — | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 461.22K | — | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 452.48K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 427.60K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 427.60K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 427.60K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 123.92K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 123.92K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 123.92K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 99.05K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 78.72K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 51.64K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 44.50K | — | $997,178 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 44.53K | — | $968,592 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 20.07K | — | $436,410 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 16.36K | — | $355,907 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 13.25K | — | $288,266 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 13.25K | — | $288,266 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 10.91K | — | $237,292 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 8.10K | — | $176,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 3.27K | — | $71,022 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.50K | — | $54,375 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.90K | — | $41,216 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 500 | — | $10,875 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 319 | — | $6,938 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2 | 0.0% | $44 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 6.44M aandelen, $135.74M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.