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naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 12.66K | $606,236 | +1 | n/a |
| Q2 2026 | 15 | -2 | 1.23M | $57.59M | n/a | −3 |
| Q1 2026 | 19 | 0 | 1.25M | $54.26M | +2 | −2 |
| Q4 2025 | 19 | 0 | 1.35M | $59.82M | +1 | −1 |
| Q3 2025 | 3 | +2 | 33.43K | $1.46M | +2 | n/a |
| Q1 2025 | 1 | +1 | 20.54K | $796,937 | +1 | n/a |
| Q2 2024 | 1 | n/a | 21.59K | $817,030 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 385.19K | n/a | $17.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 233.06K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 143.73K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 137.33K | n/a | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 118.19K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 111.22K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 62.20K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 32.99K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 28.78K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 22.24K | n/a | $986,255 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 20.01K | +463.4% | $887,368 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 19.94K | n/a | $884,175 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 17.48K | n/a | $775,169 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 8.62K | -3.4% | $382,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 4.78K | n/a | $213,226 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 1.21K | n/a | $53,834 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.11K | n/a | $49,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 506 | n/a | $22,438 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 350 | Nieuw | $15,520 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Morgan Stanley | $15,520 | 0.0% |
Verlaten
| Citadel Advisors | $914,237 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 3.20M aandelen, $132.64M 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.