Effectdossier · gearchiveerd kwartaal
DBA
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
5.27MGehouden aandelen
$134.53MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.1% · netto nieuwe posities 0.0% — formule
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 | 42 | -1 | 7.26M | $193.57M | +4 | −5 |
| Q1 2026 | 44 | +4 | 10.12M | $276.51M | +8 | −4 |
| Q4 2025 | 39 | 0 | 5.27M | $134.53M | — | — |
| Q3 2025 | 4 | -1 | 1.45M | $38.93M | — | −1 |
| Q2 2025 | 2 | 0 | 20.25K | $529,437 | — | — |
| Q1 2025 | 1 | 0 | 58.44K | $1.54M | — | — |
| Q4 2024 | 1 | 0 | 7.58K | $201,659 | — | — |
| Q3 2024 | 1 | 0 | 45.52K | $1.19M | — | — |
| Q2 2024 | 1 | — | 50.25K | $1.20M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 929.13K | — | $23.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 929.13K | — | $23.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 626.08K | -6.2% | $15.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | 1832 Asset Management L.P. | 621.19K | — | $15.85M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 607.00K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 607.00K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 607.00K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 607.00K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 477.29K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 407.25K | -46.9% | $10.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 407.25K | -46.9% | $10.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 253.54K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Daiwa Securities Group Inc. | 177.60K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 164.30K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 160.61K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 160.61K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 160.61K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 158.14K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 158.14K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 158.14K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 94.65K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 94.65K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 92.86K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 92.86K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 92.86K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 84.68K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 84.68K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 84.68K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 80.23K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 80.23K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 40.00K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 36.32K | — | $926,822 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 36.32K | — | $926,822 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 36.32K | — | $926,822 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 32.10K | — | $819,513 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Manufacturers Life Insurance… | 26.20K | — | $668,650 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 25.99K | — | $663,272 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 19.93K | — | $508,687 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 19.82K | — | $505,680 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 19.69K | — | $502,489 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 18.38K | — | $469,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 13.64K | -22.2% | $348,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Belvedere Trading LLC | 12.62K | — | $322,113 | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 10.80K | — | $275,616 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 10.68K | — | $272,530 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Blair William & Co/Il | 10.24K | — | $261,351 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Creative Planning | 9.86K | — | $251,681 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Parallax Volatility Advisers, L.P. | 9.10K | — | $232,309 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 8.51K | — | $217,115 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 6.83K | +155.9% | $174,265 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 4.22K | — | $107,736 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 4.22K | — | $107,736 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 1.42K | — | $36,290 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Citigroup Inc | 1.42K | — | $36,290 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 390 | — | $9,957 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 219 | — | $5,589 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 29 | — | $740 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 28 | — | $715 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 161 houders, 15.24M aandelen, $415.91M 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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