Effectdossier · gearchiveerd kwartaal
EEMA
naam in afwachting van profielverwerking
44Gevolgde houders
+1Δ houders
9.74MGehouden aandelen
$915.64MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom +0.1% ·
netto nieuwe posities +2.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 | 44 | -1 | 1.59M | $185.69M | +3 | −4 |
| Q1 2026 | 46 | +2 | 4.79M | $458.26M | +4 | −2 |
| Q4 2025 | 44 | +1 | 9.74M | $915.64M | +1 | n/a |
| Q3 2025 | 4 | 0 | 261.14K | $23.96M | n/a | n/a |
| Q2 2025 | 2 | -1 | 4.92K | $406,477 | n/a | −1 |
| Q1 2025 | 2 | +1 | 63.09K | $4.67M | +1 | n/a |
| Q4 2024 | 1 | 0 | 37.07K | $2.66M | n/a | n/a |
| Q3 2024 | 1 | 0 | 175.66K | $13.76M | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.97K | $940,428 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.47M | n/a | $232.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 1.81M | n/a | $170.19M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.67M | n/a | $156.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Truist Financial Corp | 850.65K | n/a | $79.98M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Victory Capital Management Inc | 652.80K | n/a | $61.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 329.63K | n/a | $30.99M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 329.60K | n/a | $30.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 316.20K | n/a | $29.73M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 287.40K | n/a | $27.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Morgan Stanley ✦ | 144.94K | +0.7% | $13.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 118.99K | n/a | $11.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 101.52K | n/a | $9.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Citadel Advisors ✦ | 80.74K | +146.7% | $7.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 71.28K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Corient Private Wealth LP | 54.32K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | UBS Group AG | 48.35K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 45.82K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 44.90K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 41.98K | -49.1% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Cerity Partners LLC | 37.27K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 33.54K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | National Bank Of Canada /Fi/ | 28.62K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Northwestern Mutual Wealth… | 22.09K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 18.20K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 17.67K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 16.78K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Blair William & Co/Il | 14.77K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 11.23K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 10.96K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.33K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 8.39K | n/a | $789,298 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 8.08K | n/a | $759,475 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 7.35K | n/a | $691,423 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 3.93K | n/a | $370,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 3.50K | n/a | $329,070 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 3.38K | n/a | $318,029 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 3.17K | n/a | $298,071 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 2.93K | n/a | $275,197 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.51K | +24.1% | $236,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 673 | n/a | $63,275 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 152 | n/a | $14,291 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 110 | Nieuw | $10,342 | 0.0% | New | 1 | SEC ↗ |
| 43 | Nomura Asset Management Co Ltd | 100 | n/a | $9,402 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 93 | n/a | $8,744 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $10,342 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 160 houders, 8.21M aandelen, $717.77M 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 het vaakst nog meer 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 ·
Verkrijg dit via de API