CHW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.3% · 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 | 72.58K | $584,237 | n/a | −1 |
| Q2 2026 | 33 | +2 | 10.12M | $90.14M | +3 | −1 |
| Q1 2026 | 31 | +1 | 10.36M | $75.25M | +3 | −2 |
| Q4 2025 | 30 | 0 | 9.92M | $73.48M | n/a | n/a |
| Q3 2025 | 2 | n/a | 5.40M | $40.74M | n/a | n/a |
| Q3 2024 | 1 | 0 | 10.09K | $72,367 | n/a | n/a |
| Q2 2024 | 1 | n/a | 10.74K | $73,683 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.72M | +5.9% | $42.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 1.03M | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 947.65K | n/a | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 282.20K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 270.02K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 221.64K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 202.77K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 201.60K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 159.98K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 118.21K | n/a | $875,941 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 112.82K | n/a | $857,439 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 112.63K | n/a | $834,620 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 108.02K | n/a | $800,401 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 86.48K | n/a | $629,291 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 78.26K | n/a | $579,927 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 50.00K | n/a | $370,500 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 33.24K | n/a | $246,296 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 31.58K | n/a | $234,014 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Stifel Financial Corp | 31.28K | n/a | $231,814 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 29.64K | n/a | $219,638 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 27.27K | n/a | $202,040 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 20.22K | n/a | $149,852 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 17.86K | n/a | $132,313 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 13.97K | n/a | $103,494 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 3.25K | n/a | $24,083 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 2.50K | n/a | $18,525 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.91K | n/a | $14,138 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 846 | -50.0% | $6,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 175 | n/a | $1,297 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 0 | n/a | $0 | 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): 100 houders, 20.48M aandelen, $147.50M 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.
Open-market aankopen (P)
10% owner · 134.40K aand @ 25.00 · $3.36M
10% owner · 157.60K aand @ 25.00 · $3.94M
10% owner · 72.00K aand @ 25.00 · $1.80M
10% owner · 20.00K aand @ 25.00 · $500,000
10% owner · 56.00K aand @ 25.00 · $1.40M
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie