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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.96M | -2.1% | $26.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | Invesco Ltd. | 963.24K | n/a | $6.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 368.38K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 347.23K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 241.47K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Brown Advisory Inc | 204.65K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 137.12K | n/a | $929,649 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 102.04K | n/a | $691,867 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 88.32K | n/a | $598,792 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 87.89K | n/a | $595,930 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 70.05K | n/a | $475,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Lido Advisors, LLC | 65.32K | n/a | $461,363 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 66.77K | n/a | $455,385 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 48.59K | n/a | $329,427 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 23.54K | n/a | $159,569 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 21.41K | n/a | $145,144 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 20.50K | n/a | $138,963 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 15.80K | n/a | $107,104 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 15.48K | n/a | $104,938 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 13.15K | n/a | $89,130 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 5.28K | n/a | $35,816 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.41K | n/a | $29,886 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 631 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 409 | n/a | $2,773 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 9 | n/a | $61 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1 | n/a | $10 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
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): 93 houders, 16.40M aandelen, $85.94M 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.