EDD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.1% · 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 | 20 | -2 | 10.08M | $59.25M | +3 | −6 |
| Q1 2026 | 23 | +4 | 10.43M | $52.87M | +5 | −1 |
| Q4 2025 | 19 | 0 | 10.10M | $54.82M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.04M | $16.37M | +1 | n/a |
| Q2 2025 | 1 | 0 | 11.27K | $57,682 | +1 | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $64,550 | +1 | −1 |
| Q4 2024 | 1 | +1 | 96.15K | $436,521 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.07M | +6.2% | $16.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.81M | n/a | $9.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 1.43M | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.21M | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 685.66K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 468.53K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 234.87K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 232.09K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 209.76K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 182.57K | n/a | $991,354 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 181.72K | n/a | $986,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Jane Street Group, Llc | 112.69K | n/a | $611,917 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 80.48K | -40.8% | $437,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Corient Private Wealth LP | 80.00K | n/a | $434,400 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 79.47K | n/a | $431,533 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 14.79K | n/a | $80,340 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 14.52K | n/a | $78,860 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 4.10K | Nieuw | $22,263 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.00K | n/a | $10,860 | 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
| JPMorgan Chase | $22,263 | 0.0% |
Verlaten
| Citadel Advisors | $94,650 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 23.17M aandelen, $117.56M 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.