DEF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -0.7% ·
netto nieuwe posities -4.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 648.37K | $57.60M | +2 | −2 |
| Q1 2026 | 26 | +1 | 676.73K | $58.30M | +3 | −2 |
| Q4 2025 | 25 | -1 | 712.07K | $64.05M | +1 | −2 |
| Q3 2025 | 5 | +1 | 72.95K | $6.60M | +1 | — |
| Q2 2025 | 1 | -2 | 5.29K | $457,968 | — | −2 |
| Q1 2025 | 2 | +1 | 7.50K | $616,495 | +1 | — |
| Q4 2024 | 1 | 0 | 3.47K | $282,251 | — | — |
| Q3 2024 | 1 | 0 | 3.06K | $260,106 | — | — |
| Q2 2024 | 1 | — | 6.87K | $533,895 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 268.76K | — | $24.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 144.22K | — | $12.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 57.02K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 43.33K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 31.20K | -4.5% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 28.83K | -4.6% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 25.41K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 25.41K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 20.33K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 20.33K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 20.33K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 16.33K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 15.37K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 15.37K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 13.15K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.91K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 12.91K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 9.19K | — | $826,627 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.04K | — | $633,121 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 5.22K | -0.2% | $469,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 3.16K | — | $284,313 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 3.00K | Nieuw | $269,834 | 0.0% | New | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 2.40K | — | $215,977 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 1.35K | — | $121,606 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.35K | — | $121,606 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.20K | — | $107,497 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.14K | — | $102,537 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 708 | — | $64,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 433 | — | $38,984 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 378 | — | $33,971 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | — | $36 | 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
| Two Sigma Investments | $269,834 | 0.0% |
Verlaten
| Citadel Advisors | $414,501 | was 0.0% |
| JPMorgan Chase | $21,364 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 1.06M aandelen, $90.35M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.