CFO
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -1.4% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 429.81K | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 324.69K | — | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 169.30K | — | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 169.13K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 67.12K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 27.84K | +56.8% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.84K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 16.66K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 14.27K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 10.39K | — | $767,639 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 4.60K | — | $339,755 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 4.60K | 0.0% | $339,755 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Hrt Financial Lp | 3.82K | — | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 3.08K | -87.5% | $227,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cwm, Llc | 840 | — | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 756 | +11.0% | $55,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135 | -50.0% | $9,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 50 | — | $3,692 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 26 | — | $1,920 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 67 détenteurs, 3.09M actions, $223.95M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.