Effectdossier · gearchiveerd kwartaal
CLOA
naam in afwachting van profielverwerking
29Gevolgde houders
-1Δ houders
8.80MGehouden aandelen
$455.60MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | — | — |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | — | — |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | — |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | — | — |
| Q2 2024 | 1 | — | 68.68K | $3.57M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.73M | — | $89.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 1.72M | +35.8% | $88.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 1.72M | +35.8% | $88.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 1.72M | +35.8% | $88.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 1.72M | +35.8% | $88.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.70M | — | $87.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.15M | +304.0% | $59.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.15M | +304.0% | $59.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.15M | +304.0% | $59.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 447.46K | — | $23.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 400.00K | — | $20.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 288.27K | — | $14.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 247.78K | +58.0% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 208.74K | — | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 204.51K | — | $10.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 105.23K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 104.13K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 104.13K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 104.13K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 83.50K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 68.41K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 63.30K | +209.3% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 60.27K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 55.80K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 55.80K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 53.49K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 53.49K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 53.49K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 53.49K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 28.15K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 28.15K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 25.12K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 25.12K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 19.58K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 16.89K | — | $874,172 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.95K | — | $566,603 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 10.00K | — | $517,446 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 9.14K | — | $473,039 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 1.26K | — | $65,374 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 531 | — | $27,476 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 518 | — | $26,814 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 25 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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