AOD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 76.31K | $762,366 | n/a | −1 |
| Q2 2026 | 34 | -2 | 17.85M | $184.00M | +1 | −4 |
| Q1 2026 | 38 | +4 | 19.30M | $177.79M | +4 | n/a |
| Q4 2025 | 34 | 0 | 20.92M | $203.97M | n/a | n/a |
| Q3 2025 | 1 | n/a | 11.35M | $107.33M | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.14K | $85,117 | +1 | n/a |
| Q3 2024 | 1 | +1 | 102.22K | $930,248 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.63M | -6.3% | $103.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.85M | n/a | $27.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Allspring Global Investments… | 2.08M | n/a | $20.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.31M | n/a | $12.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 671.21K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 645.41K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 494.19K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 398.32K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Ameriprise Financial Inc | 340.38K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 259.76K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 230.45K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 210.85K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 192.95K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 179.90K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 64.45K | n/a | $628,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 65.39K | n/a | $618,637 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 61.27K | n/a | $605,921 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 45.24K | n/a | $441,051 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 38.38K | n/a | $371,559 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Invesco Ltd. | 26.23K | n/a | $255,782 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 18.09K | n/a | $176,407 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 16.90K | n/a | $164,818 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 15.37K | n/a | $149,845 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 14.16K | n/a | $138,080 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mml Investors Services, Llc | 13.22K | n/a | $128,936 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 11.31K | n/a | $110,263 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 10.58K | n/a | $103,136 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 10.53K | n/a | $102,687 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 9.44K | n/a | $92,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.76K | n/a | $17,135 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 1.61K | n/a | $15,707 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 1.12K | n/a | $10,920 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 1.06K | n/a | $10,316 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 760 | n/a | $7,410 | 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): 160 houders, 29.96M aandelen, $245.89M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.