ASG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom -1.0% ·
netto nieuwe posities -4.5%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +3 | 2.19M | $11.97M | +4 | −2 |
| Q1 2026 | 19 | -3 | 2.13M | $10.12M | +1 | −4 |
| Q4 2025 | 22 | -1 | 2.38M | $12.61M | — | −1 |
| Q3 2025 | 3 | +1 | 334.76K | $1.86M | +1 | — |
| Q2 2025 | 1 | 0 | 299.96K | $1.64M | +1 | −1 |
| Q1 2025 | 1 | 0 | 39.12K | $191,297 | +1 | −1 |
| Q4 2024 | 1 | +1 | 23.29K | $131,566 | +1 | — |
| Q2 2024 | 2 | — | 65.37K | $349,087 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 985.02K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 396.68K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 396.68K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 206.97K | -17.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 104.83K | +69.3% | $555,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 104.83K | +69.3% | $555,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 104.83K | +69.3% | $555,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 90.96K | — | $482,096 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 87.63K | — | $464,448 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 87.63K | — | $464,448 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 65.13K | — | $345,179 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 65.13K | — | $345,179 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 63.13K | — | $334,609 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 59.95K | — | $317,730 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 55.85K | — | $296,005 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 52.08K | — | $276,019 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 52.08K | — | $276,019 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 52.08K | — | $276,019 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 40.23K | — | $213,216 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 40.23K | — | $213,216 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 39.65K | — | $210,143 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 33.31K | — | $176,527 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 33.31K | — | $176,527 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 33.31K | — | $176,527 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 21.91K | — | $116,107 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 20.39K | — | $108,087 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 18.30K | — | $96,979 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Nomura Holdings Inc | 17.50K | — | $92,750 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 14.50K | — | $78,869 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.43K | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 2.43K | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.04K | — | $10,828 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 28 | — | $0 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $123,704 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 13.14M aandelen, $63.19M 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.