CLOA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +18.1% ·
netto nieuwe posities -3.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 | 23.02K | $1.19M | n/a | n/a |
| Q2 2026 | 36 | +4 | 11.06M | $573.96M | +8 | −4 |
| Q1 2026 | 33 | +3 | 10.66M | $552.54M | +6 | −3 |
| Q4 2025 | 29 | -1 | 8.80M | $455.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | n/a | n/a |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | n/a | n/a |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | n/a | n/a |
| Q2 2024 | 1 | n/a | 68.68K | $3.57M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.73M | n/a | $89.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 1.72M | +35.8% | $88.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 1.70M | n/a | $87.88M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.15M | +304.0% | $59.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Cetera Investment Advisers | 447.46K | n/a | $23.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 400.00K | n/a | $20.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 288.27K | n/a | $14.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 247.78K | +58.0% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 208.74K | n/a | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 204.51K | n/a | $10.58M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 105.23K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 104.13K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Bank Of Montreal /Can/ | 83.50K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 68.41K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 63.30K | +209.3% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 60.27K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 55.80K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 53.49K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Bank of New York Mellon Corp | 28.15K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 25.12K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 19.58K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 16.89K | n/a | $874,172 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 10.95K | n/a | $566,603 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 10.00K | n/a | $517,446 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 9.14K | n/a | $473,039 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 1.26K | n/a | $65,374 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 531 | n/a | $27,476 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 518 | n/a | $26,814 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 25 | n/a | $1,000 | 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
| Citadel Advisors | $5.29M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 209 houders, 27.78M aandelen, $1.43B 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.