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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom 0.0% · 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 | 20 | +1 | 17.35M | $681.18M | +1 | — |
| Q1 2026 | 20 | +1 | 15.68M | $553.80M | +2 | −1 |
| Q4 2025 | 19 | 0 | 14.05M | $503.56M | — | — |
| Q3 2025 | 2 | -1 | 1.40K | $48,651 | — | −1 |
| Q2 2025 | 1 | 0 | 9.15K | $303,846 | — | — |
| Q1 2025 | 1 | 0 | 24.47K | $730,614 | — | — |
| Q4 2024 | 1 | 0 | 12.56K | $394,635 | — | — |
| Q3 2024 | 1 | +1 | 17.99K | $546,088 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.54M | — | $270.38M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.41M | — | $50.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.02M | — | $36.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 991.27K | — | $35.53M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 991.27K | — | $35.53M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 991.27K | — | $35.53M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 668.79K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 668.79K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 597.85K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 535.41K | — | $19.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 535.41K | — | $19.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 458.83K | — | $16.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 335.98K | — | $12.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 335.98K | — | $12.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 233.91K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 233.91K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 111.43K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 101.98K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 101.98K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 19.31K | — | $695,281 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.28K | — | $296,612 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.56K | — | $127,555 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.04K | -25.3% | $37,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 992 | — | $35,553 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 980 | — | $35,123 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 12 | — | $438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 12 | — | $438 | 0.0% | ▲ Add | 2 | 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): 168 houders, 26.58M aandelen, $887.17M 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.