CFA
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.50K | $828,941 | n/a | n/a |
| Q2 2026 | 31 | +3 | 2.67M | $263.44M | +3 | −1 |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | n/a | n/a |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | n/a | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | n/a | n/a |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | n/a | n/a |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | n/a | n/a |
| Q2 2024 | 1 | n/a | 41.79K | $3.32M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 364.21K | n/a | $33.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 240.76K | n/a | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 213.62K | n/a | $19.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 208.25K | n/a | $18.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 167.31K | n/a | $15.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 120.50K | n/a | $10.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 117.37K | n/a | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 95.65K | n/a | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 73.48K | -28.8% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 52.85K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 46.64K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 38.06K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 36.34K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 20.11K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 19.32K | +220.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 18.15K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Allspring Global Investments… | 13.60K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 6.12K | n/a | $556,510 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northern Trust Corp | 5.90K | n/a | $536,683 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 4.68K | n/a | $425,560 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 4.67K | n/a | $425,350 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 3.86K | n/a | $351,076 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Quantinno Capital Management LP | 3.80K | n/a | $346,261 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.74K | n/a | $340,650 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Sei Investments Co | 2.67K | n/a | $242,900 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.11K | -50.1% | $191,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.73K | 0.0% | $157,390 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Cwm, Llc | 963 | n/a | $88,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 172 | n/a | $15,654 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 3.42M aandelen, $304.65M 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.