CRF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 5.63M | $40.41M | +2 | −4 |
| Q1 2026 | 24 | 0 | 4.94M | $34.34M | +5 | −5 |
| Q4 2025 | 24 | +2 | 4.67M | $37.40M | +2 | n/a |
| Q3 2025 | 4 | -2 | 294.93K | $2.37M | n/a | −2 |
| Q2 2025 | 5 | +2 | 100.70K | $780,452 | +2 | n/a |
| Q1 2025 | 1 | 0 | 87.23K | $626,352 | +1 | −1 |
| Q4 2024 | 1 | 0 | 10.45K | $90,767 | n/a | n/a |
| Q3 2024 | 1 | -1 | 34.34K | $277,770 | n/a | −1 |
| Q2 2024 | 2 | n/a | 88.10K | $691,609 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.98M | +5.0% | $13.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 882.18K | +10.1% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 848.91K | +19.9% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 233.47K | -0.4% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 231.66K | -2.7% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Baird Financial Group, Inc. | 179.26K | +0.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 162.40K | +8.3% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 120.75K | +3.9% | $839,233 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 49.44K | -3.3% | $343,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 43.87K | +0.3% | $304,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 41.05K | Nieuw | $285,331 | 0.0% | New | 1 | SEC ↗ |
| 12 | Toronto Dominion Bank | 32.60K | +8.7% | $226,598 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | BlackRock ✦ (passief) | 29.83K | 0.0% | $207,343 | 0.0% | Held | 4 | SEC ↗ |
| 14 | Mariner, LLC | 21.58K | +1.1% | $149,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 18.40K | -62.0% | $127,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 16.11K | Nieuw | $111,961 | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 14.85K | 0.0% | $103,235 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 11.79K | Nieuw | $81,974 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 10.36K | Nieuw | $72,002 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 7.21K | Nieuw | $50,137 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 3.32K | +43.1% | $23,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.23K | +5.6% | $21,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cwm, Llc | 268 | 0.0% | $1,863 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | 0.0% | $4 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cerity Partners LLC | $285,331 | 0.0% |
| Mercer Global Advisors Inc… | $111,961 | 0.0% |
| Stifel Financial Corp | $81,974 | 0.0% |
| Citadel Advisors | $72,002 | 0.0% |
| UBS Group AG | $50,137 | 0.0% |
Verlaten
| Susquehanna International… | $538,929 | was 0.0% |
| Fisher Asset Management | $100,189 | was 0.0% |
| Wealth Enhancement Advisory… | $91,492 | was 0.0% |
| Millennium Management | $89,560 | was 0.0% |
| Goldman Sachs Group | $80,100 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 26.34M aandelen, $138.00M 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)
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