EMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.7% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.49K | $1.34M | n/a | n/a |
| Q2 2026 | 28 | -1 | 2.72M | $136.08M | +3 | −5 |
| Q1 2026 | 31 | +4 | 2.74M | $144.94M | +5 | −1 |
| Q4 2025 | 27 | 0 | 2.73M | $121.92M | n/a | n/a |
| Q3 2025 | 3 | -1 | 1.26M | $56.50M | n/a | −1 |
| Q2 2025 | 1 | n/a | 16 | $756 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.72K | $731,516 | n/a | n/a |
| Q3 2024 | 1 | +1 | 29.55K | $1.25M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.31M | +6.8% | $58.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Royal Bank Of Canada | 268.16K | n/a | $11.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 220.21K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 214.87K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 125.08K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 96.23K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 86.39K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 58.20K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 50.37K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 48.48K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Nomura Holdings Inc | 40.49K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 39.77K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 35.96K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 27.36K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Capstone Investment Advisors, Llc | 19.07K | n/a | $851,609 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 13.70K | n/a | $611,615 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 13.08K | -45.6% | $584,156 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 10.59K | n/a | $472,596 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 10.05K | n/a | $448,559 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 8.35K | n/a | $372,929 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 7.90K | n/a | $352,718 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 6.62K | n/a | $295,583 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 5.35K | n/a | $238,991 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 4.64K | 0.0% | $207,087 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.46K | n/a | $199,004 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.80K | n/a | $125,020 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 20 | n/a | $1,000 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 116 houders, 5.55M aandelen, $253.91M 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.