Effectdossier · gearchiveerd kwartaal
CATH
naam in afwachting van profielverwerking
45Gevolgde houders
+2Δ houders
3.14MGehouden aandelen
$258.09MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.7% ·
aandelenstroom +1.9% ·
netto nieuwe posities +4.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 512.44K | +8.4% | $42.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 431.91K | n/a | $35.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Corient Private Wealth LP | 294.86K | n/a | $24.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 272.07K | n/a | $22.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 169.47K | n/a | $13.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 148.42K | n/a | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 147.62K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Aristotle Capital Management, LLC | 131.27K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 100.43K | n/a | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 97.62K | n/a | $8.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 69.12K | n/a | $5.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northwestern Mutual Wealth… | 66.99K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 62.34K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 59.76K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 58.13K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Baird Financial Group, Inc. | 53.40K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Sei Investments Co | 49.05K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 45.62K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 41.41K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Chevy Chase Trust Holdings, LLC | 35.45K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 34.10K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 32.97K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 25.45K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 24.82K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 19.91K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 19.31K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 18.56K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 17.75K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 16.09K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Osaic Holdings, Inc. | 13.79K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Citadel Advisors ✦ | 11.66K | Nieuw | $958,928 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northern Trust Corp | 10.21K | n/a | $839,617 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 9.60K | n/a | $789,294 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 8.39K | +426.2% | $689,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 7.86K | n/a | $646,219 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 6.15K | n/a | $505,530 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 4.40K | n/a | $361,469 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 3.93K | n/a | $323,069 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 3.23K | n/a | $270,136 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Julius Baer & Co. Ltd, Zurich | 1.95K | n/a | $160,472 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 578 | n/a | $47,527 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 416 | n/a | $34,206 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 218 | n/a | $17,925 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 199 | Nieuw | $16,363 | 0.0% | New | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 39 | n/a | $3,207 | 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
| Citadel Advisors | $958,928 | 0.0% |
| JPMorgan Chase | $16,363 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 201 houders, 7.08M aandelen, $553.01M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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