CET
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -11.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 1.28M | $67.21M | +4 | −1 |
| Q1 2026 | 21 | 0 | 1.54M | $76.40M | +2 | −2 |
| Q4 2025 | 21 | 0 | 1.74M | $88.02M | — | — |
| Q3 2025 | 1 | — | 193.37K | $9.93M | — | — |
| Q4 2024 | 1 | +1 | 30.74K | $1.40M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 658.23K | -18.1% | $32.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 658.23K | -18.1% | $32.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 300.11K | -7.2% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 300.11K | -7.2% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 300.11K | -7.2% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 202.91K | -4.7% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 202.91K | -4.7% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 202.91K | -4.7% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 202.91K | -4.7% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | First Trust Advisors Lp | 57.56K | +4.9% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 51.65K | -9.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 51.65K | -9.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 43.79K | -3.0% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 43.79K | -3.0% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 43.79K | -3.0% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 43.54K | -2.7% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 32.68K | +5.7% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 29.04K | -6.8% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 21.90K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 15.43K | -33.2% | $766,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 15.43K | -33.2% | $766,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 14.74K | -1.6% | $732,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | First Manhattan Co. Llc. | 14.70K | -7.0% | $729,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 12.51K | +15.3% | $621,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 11.83K | 0.0% | $587,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 10.96K | -6.5% | $544,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 10.96K | 0.0% | $544,125 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 4.22K | 0.0% | $209,580 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.08K | Nieuw | $53,583 | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 666 | -4.7% | $33,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 2 | Nieuw | $99 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northwestern Mutual Wealth… | $53,583 | 0.0% |
| UBS AM, a distinct business… | $99 | 0.0% |
Verlaten
| Jane Street Group, Llc | $229,665 | was 0.0% |
| Bank Of America Corp /De/ | $59,331 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 3.82M aandelen, $184.81M 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.