DFP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.1% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 2.70M | $55.76M | +1 | −2 |
| Q1 2026 | 23 | 0 | 2.64M | $52.92M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.69M | $55.38M | — | — |
| Q3 2025 | 1 | -1 | 130.74K | $2.83M | — | −1 |
| Q2 2025 | 1 | — | 400 | $8,212 | — | — |
| Q4 2024 | 1 | 0 | 17.89K | $356,727 | — | — |
| Q3 2024 | 1 | 0 | 17.89K | $384,635 | — | — |
| Q2 2024 | 1 | — | 17.89K | $343,488 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.22M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 308.92K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 279.23K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 196.02K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 148.59K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 129.17K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 87.69K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 48.57K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 48.33K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 40.64K | — | $844,926 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.26K | — | $795,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 23.28K | — | $483,973 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 21.49K | — | $446,761 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 19.47K | — | $404,740 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 14.30K | — | $297,297 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.27K | — | $255,092 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 10.17K | — | $211,476 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 9.89K | — | $205,717 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 3.35K | — | $69,543 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 28.98K | — | $42,910 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.84K | — | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.80K | — | $37,422 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 73 | — | $1,529 | 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): 79 houders, 5.39M aandelen, $81.61M 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.