CLM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.2% · 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 | -5 | 9.35M | $70.69M | +1 | −7 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | n/a |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | n/a | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | n/a | n/a |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | n/a | n/a |
| Q2 2024 | 2 | n/a | 107.98K | $831,461 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.37M | n/a | $28.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.80M | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 1.20M | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 558.88K | +11.6% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 367.47K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 284.56K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 180.28K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 178.09K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 160.36K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 87.88K | n/a | $734,652 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 60.90K | n/a | $509,127 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 50.28K | n/a | $420,306 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Toronto Dominion Bank | 50.00K | n/a | $418,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 46.86K | n/a | $391,740 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 41.26K | +41.3% | $344,917 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 34.04K | n/a | $287,972 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 30.35K | n/a | $253,758 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 26.63K | n/a | $222,660 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 20.89K | n/a | $174,641 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 17.63K | n/a | $147,420 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 15.92K | n/a | $133,058 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 15.00K | Nieuw | $125,400 | 0.0% | New | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.19K | n/a | $85,186 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 10.17K | -61.7% | $85,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 7.96K | n/a | $66,542 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6.50K | n/a | $54,382 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 3.90K | n/a | $32,562 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.03K | Nieuw | $25,350 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.91K | n/a | $15,951 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.25K | n/a | $10,450 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Royal Bank Of Canada | 1.00K | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 165 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2 | n/a | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Danske Bank A/S | 2 | n/a | $17 | 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
| Goldman Sachs Group | $125,400 | 0.0% |
| JPMorgan Chase | $25,350 | 0.0% |
Verlaten
| Fisher Asset Management | $212,009 | was 0.0% |
| Citadel Advisors | $207,919 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 138 houders, 42.45M aandelen, $295.12M 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.
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