Effectdossier · gearchiveerd kwartaal
DIV
naam in afwachting van profielverwerking
36Gevolgde houders
0Δ houders
4.72MGehouden aandelen
$81.82MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.2% · 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 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | — | — |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | — |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | — | — |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | — | — |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | — | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | — | 39.31K | $678,150 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 895.48K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 618.03K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 618.03K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealthfront Advisers LLC | 339.05K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 318.10K | +18.6% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 262.80K | +60.8% | $4.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Royal Bank Of Canada | 217.94K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 217.94K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 167.81K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 140.36K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 107.53K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 107.53K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mirae Asset Global Investments Co.… | 97.00K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 76.60K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 73.02K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 61.95K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 61.95K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 51.14K | — | $885,740 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 45.38K | — | $785,895 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 45.38K | — | $785,895 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 36.08K | — | $624,958 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 36.08K | — | $624,958 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 27.37K | — | $474,085 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 24.63K | — | $427,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 24.28K | +111.8% | $420,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 23.26K | — | $402,867 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.90K | — | $240,797 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 13.90K | — | $240,797 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 12.34K | — | $213,646 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 12.00K | — | $207,840 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sei Investments Co | 10.54K | — | $182,500 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 5.32K | — | $92,142 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 4.65K | — | $80,538 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 3.72K | +6.8% | $64,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 776 | — | $13,455 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 750 | — | $12,990 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 600 | — | $10,392 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 103 | — | $1,784 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 98 | +1.0% | $1,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 98 | +1.0% | $1,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 5 | — | $87 | 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): 125 houders, 9.87M aandelen, $182.54M 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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