Effectdossier · gearchiveerd kwartaal
CFA
naam in afwachting van profielverwerking
30Gevolgde houders
0Δ houders
2.53MGehouden aandelen
$229.94MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 2.67M | $263.86M | +3 | — |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | — | — |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | — |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | — | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | — | — |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | — | — |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | — | — |
| Q2 2024 | 1 | — | 41.79K | $3.32M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 240.76K | — | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 213.62K | — | $19.44M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 213.62K | — | $19.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 208.25K | — | $18.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 208.25K | — | $18.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 167.31K | — | $15.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 120.50K | — | $10.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 117.37K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 95.65K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 73.48K | -28.8% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 52.85K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 46.64K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 38.06K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 38.06K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 36.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 36.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 20.11K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 19.32K | +220.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 18.15K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Allspring Global Investments… | 13.60K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 6.12K | — | $556,510 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northern Trust Corp | 5.90K | — | $536,683 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 4.68K | — | $425,560 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 4.67K | — | $425,350 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 3.80K | — | $346,261 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.74K | — | $340,650 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Sei Investments Co | 2.67K | — | $242,900 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.11K | -50.1% | $191,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.73K | 0.0% | $157,390 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Cwm, Llc | 963 | — | $88,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 172 | — | $15,654 | 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
| 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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