EFIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.7% ·
aandelenstroom -10.7% ·
netto nieuwe posities -7.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -2 | 1.09M | $79.72M | n/a | −3 |
| Q1 2026 | 31 | +3 | 1.14M | $71.90M | +4 | −1 |
| Q4 2025 | 28 | -2 | 1.04M | $69.10M | n/a | −2 |
| Q3 2025 | 6 | +1 | 147.77K | $9.40M | +1 | n/a |
| Q2 2025 | 2 | -1 | 131.24K | $7.68M | n/a | −1 |
| Q1 2025 | 2 | 0 | 61.73K | $3.30M | n/a | n/a |
| Q4 2024 | 2 | +1 | 200.39K | $11.32M | +1 | n/a |
| Q3 2024 | 1 | 0 | 121.60K | $6.78M | +1 | −1 |
| Q2 2024 | 1 | n/a | 10.88K | $577,781 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 328.05K | n/a | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Principal Financial Group Inc | 153.98K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 94.47K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 57.13K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 49.23K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 47.72K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 38.05K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 34.03K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 31.72K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 29.49K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 25.19K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 19.72K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 19.58K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 18.08K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 15.30K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 14.90K | n/a | $985,503 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 13.95K | n/a | $922,600 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 11.63K | n/a | $769,210 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 10.58K | -74.1% | $699,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 8.38K | n/a | $554,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.81K | +5.5% | $516,764 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 5.99K | n/a | $396,040 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 3.19K | n/a | $211,178 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.18K | -87.9% | $210,229 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | UBS Group AG | 1.12K | n/a | $74,286 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 983 | +0.3% | $65,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 672 | n/a | $44,453 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 495 | n/a | $32,744 | 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
| Two Sigma Investments | $2.98M | was 0.0% |
| Citadel Advisors | $1.62M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 129 houders, 5.56M aandelen, $265.94M 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.