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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.1% · 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 | 22 | +1 | 5.36M | $121.45M | +2 | −1 |
| Q1 2026 | 22 | +1 | 4.64M | $104.48M | +3 | −2 |
| Q4 2025 | 21 | 0 | 4.20M | $95.60M | — | — |
| Q3 2025 | 4 | 0 | 175.38K | $4.02M | — | — |
| Q2 2025 | 2 | 0 | 48.63K | $1.10M | — | — |
| Q1 2025 | 1 | 0 | 47.61K | $1.07M | — | — |
| Q4 2024 | 1 | +1 | 64.94K | $1.44M | +1 | — |
| Q2 2024 | 1 | — | 18.93K | $419,978 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 943.59K | — | $21.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 848.98K | — | $19.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 848.98K | — | $19.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 531.12K | — | $12.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 381.20K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 381.20K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 377.25K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 377.25K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 299.24K | — | $6.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 231.20K | — | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 210.16K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 198.06K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 74.66K | -50.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 74.66K | -50.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 37.00K | — | $842,573 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 24.09K | — | $548,620 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 17.65K | — | $402,062 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 9.73K | -55.8% | $221,552 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.70K | — | $175,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.70K | — | $175,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 7.70K | — | $175,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 2.16K | — | $49,284 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.72K | -20.1% | $39,264 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 1.53K | — | $34,914 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 520 | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 52 | 0.0% | $1,183 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | — | $13 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 8.37M aandelen, $182.59M 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.