CFO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.4% · 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 | 27 | +1 | 2.36M | $188.63M | +1 | n/a |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | n/a | n/a |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | n/a |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | n/a |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | n/a | n/a |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.70K | $1.39M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 429.81K | n/a | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 392.53K | n/a | $28.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 324.69K | n/a | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 246.36K | n/a | $18.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 169.30K | n/a | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 169.13K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 142.88K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 96.78K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Creative Planning | 67.12K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 33.45K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 28.94K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 27.84K | +56.8% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 23.84K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 16.66K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 15.48K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 14.27K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 10.39K | n/a | $767,639 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 4.60K | 0.0% | $339,755 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 4.60K | n/a | $339,755 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 3.82K | n/a | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 3.08K | -87.5% | $227,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cwm, Llc | 840 | n/a | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 756 | +11.0% | $55,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 135 | -50.0% | $9,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 50 | n/a | $3,692 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 26 | n/a | $1,920 | 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): 67 houders, 3.09M aandelen, $223.95M 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.