EFR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +0.2% ·
netto nieuwe posities +7.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 958.31K | -8.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Invesco Ltd. | 573.41K | n/a | $6.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 443.55K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 423.23K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 234.34K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 220.17K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 216.33K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 171.91K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cwm, Llc | 144.03K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 92.88K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 84.47K | n/a | $941,025 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 81.75K | Nieuw | $910,717 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 56.90K | n/a | $633,811 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 46.70K | n/a | $520,193 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 37.68K | n/a | $419,777 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 37.67K | n/a | $419,665 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Nomura Holdings Inc | 20.44K | n/a | $227,668 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.98K | n/a | $200,308 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 16.71K | n/a | $186,172 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 15.23K | n/a | $169,641 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 14.33K | n/a | $160,361 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 14.30K | n/a | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 12.85K | Nieuw | $143,171 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 6.22K | n/a | $69,031 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.50K | n/a | $16,710 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 1.16K | n/a | $12,934 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 225 | n/a | $2,507 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 4 | n/a | $45 | 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
| Goldman Sachs Group | $910,717 | 0.0% |
| Citadel Advisors | $143,171 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 11.13M aandelen, $109.88M 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.