CZA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom +1.3% ·
netto nieuwe posities +3.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 475.27K | $58.28M | n/a | −2 |
| Q1 2026 | 31 | +1 | 542.68K | $59.78M | +4 | −3 |
| Q4 2025 | 30 | +1 | 895.64K | $99.27M | +1 | n/a |
| Q3 2025 | 4 | -1 | 143.97K | $15.82M | n/a | −1 |
| Q2 2025 | 2 | 0 | 8.87K | $946,168 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.51K | $780,103 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.15K | $223,364 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $428,710 | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.97K | $387,814 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 360.00K | n/a | $39.89M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 130.23K | +0.9% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 108.86K | n/a | $12.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 74.34K | n/a | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 36.27K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | IMC-Chicago, LLC | 27.99K | n/a | $3.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 24.28K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 17.14K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 15.47K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 13.48K | +26.2% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 9.41K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 9.01K | n/a | $998,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 8.53K | n/a | $944,999 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 8.37K | Nieuw | $926,879 | 0.0% | New | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 7.82K | n/a | $865,936 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 7.38K | n/a | $817,345 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 6.32K | n/a | $700,255 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 5.78K | n/a | $640,451 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.10K | n/a | $564,897 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 4.26K | n/a | $472,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 3.93K | n/a | $436,128 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 3.20K | n/a | $354,796 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 2.51K | n/a | $278,119 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2.21K | 0.0% | $244,878 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mariner, LLC | 2.01K | n/a | $222,782 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.01K | -50.0% | $112,134 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 449 | n/a | $49,751 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 135 | n/a | $14,959 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 127 | n/a | $14,072 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 32 | n/a | $3,546 | 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
| Citadel Advisors | $926,879 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 722.77K aandelen, $76.20M 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.