EFIV
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -6.7% ·
flux d'actions -10.7% ·
nouvelles positions nettes -7.1%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 1.14M | $83.48M | — | −2 |
| Q1 2026 | 31 | +3 | 1.14M | $71.90M | +4 | −1 |
| Q4 2025 | 28 | -2 | 1.04M | $69.10M | — | −2 |
| Q3 2025 | 6 | +1 | 147.77K | $9.40M | +1 | — |
| Q2 2025 | 2 | -1 | 131.24K | $7.68M | — | −1 |
| Q1 2025 | 2 | 0 | 61.73K | $3.30M | — | — |
| Q4 2024 | 2 | +1 | 200.39K | $11.32M | +1 | — |
| Q3 2024 | 1 | 0 | 121.60K | $6.78M | +1 | −1 |
| Q2 2024 | 1 | — | 10.88K | $577,781 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 328.05K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Principal Financial Group Inc | 153.98K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 94.47K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 57.13K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 49.23K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 49.23K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 49.23K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 47.72K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 47.72K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 47.72K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 38.05K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 38.05K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 38.05K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 34.03K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 31.72K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 31.72K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 29.49K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 29.49K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 25.19K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 19.72K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 19.72K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 19.72K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 19.58K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 18.08K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 15.30K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 15.30K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 14.90K | — | $985,503 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 13.95K | — | $922,600 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 13.95K | — | $922,600 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 13.95K | — | $922,600 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 11.63K | — | $769,210 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 10.58K | -74.1% | $699,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 8.38K | — | $554,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 7.81K | +5.5% | $516,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 7.81K | +5.5% | $516,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 5.99K | — | $396,040 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 3.19K | — | $211,178 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.18K | -87.9% | $210,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.18K | -87.9% | $210,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS Group AG | 1.12K | — | $74,286 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 1.12K | — | $74,286 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 983 | +0.3% | $65,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 672 | — | $44,453 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 495 | — | $32,744 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Two Sigma Investments | $2.98M | était 0.0% |
| Citadel Advisors | $1.62M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 129 détenteurs, 5.56M actions, $265.94M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.