CEFS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · 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 | 16 | +1 | 1.97M | $50.43M | +1 | — |
| Q1 2026 | 15 | -4 | 1.92M | $43.25M | +1 | −5 |
| Q4 2025 | 19 | 0 | 1.92M | $44.23M | +1 | −1 |
| Q3 2025 | 2 | 0 | 17.73K | $403,678 | — | — |
| Q2 2025 | 1 | 0 | 18.29K | $406,770 | — | — |
| Q1 2025 | 1 | 0 | 37.52K | $800,259 | — | — |
| Q4 2024 | 1 | 0 | 40.36K | $864,511 | — | — |
| Q3 2024 | 1 | 0 | 31.02K | $690,217 | — | — |
| Q2 2024 | 1 | — | 24.67K | $525,182 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 405.57K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 318.14K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 318.14K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 290.55K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 290.55K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 290.08K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 253.82K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 127.60K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 52.77K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 52.13K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 52.13K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 29.77K | — | $686,016 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 27.32K | — | $629,380 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Tidal Investments LLC | 21.37K | — | $492,365 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 16.73K | — | $385,505 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 15.51K | Nieuw | $357,373 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 12.02K | — | $276,849 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 4.49K | 0.0% | $103,395 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.49K | 0.0% | $103,395 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 2.28K | — | $52,502 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 703 | — | $16,197 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 4 | — | $92 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $19 | 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
| Millennium Management | $357,373 | 0.0% |
Verlaten
| Citadel Advisors | $301,498 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 5.74M aandelen, $127.44M 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.