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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 4.42M | $328.60M | n/a | −1 |
| Q1 2026 | 32 | +3 | 4.96M | $354.32M | +4 | −1 |
| Q4 2025 | 29 | 0 | 5.21M | $343.30M | n/a | n/a |
| Q3 2025 | 6 | +1 | 1.35M | $90.03M | +1 | n/a |
| Q2 2025 | 2 | -1 | 42.05K | $2.68M | n/a | −1 |
| Q1 2025 | 2 | +2 | 9.58K | $629,663 | +2 | n/a |
| Q3 2024 | 1 | +1 | 50.40K | $3.28M | +1 | n/a |
| # | 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 | n/a | $44.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 578.06K | n/a | $38.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 538.84K | n/a | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 444.51K | n/a | $29.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 305.07K | n/a | $20.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 270.16K | n/a | $17.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 223.61K | n/a | $14.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 167.47K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 164.65K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 115.85K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 104.92K | n/a | $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 | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 54.27K | n/a | $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 | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 38.84K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 32.28K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 29.64K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 25.89K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 16.44K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 10.20K | n/a | $672,210 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 9.30K | n/a | $612,975 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 6.19K | n/a | $407,784 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 4.04K | n/a | $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 weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.