CDC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.14M | -8.0% | $75.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 671.67K | — | $44.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 578.06K | — | $38.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 538.84K | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 444.51K | — | $29.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 305.07K | — | $20.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 270.16K | — | $17.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 223.61K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 167.47K | — | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 164.65K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 115.85K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 104.92K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 101.19K | +76.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 63.06K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 54.27K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 49.71K | +7.7% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Truist Financial Corp | 39.06K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 38.84K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 32.28K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 29.64K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 25.89K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 16.44K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 10.20K | — | $672,210 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 9.30K | — | $612,975 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 6.19K | — | $407,784 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 4.04K | — | $266,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 2.66K | 0.0% | $175,399 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 355 | -26.4% | $23,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 174 | -43.5% | $11,436 | 0.0% | ▼ Trim | 3 | 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): 99 houders, 6.80M aandelen, $471.47M 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.