Effectdossier · gearchiveerd kwartaal
EPM
naam in afwachting van profielverwerking
55Gevolgde houders
+3Δ houders
12.65MGehouden aandelen
$44.78MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.8% ·
aandelenstroom +3.7% ·
netto nieuwe posities +5.5%
— 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 | 51 | -4 | 12.86M | $47.34M | +4 | −8 |
| Q1 2026 | 56 | +1 | 12.76M | $58.43M | +5 | −4 |
| Q4 2025 | 55 | +3 | 12.65M | $44.78M | +3 | — |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | — | — |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | — | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | — |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | — | 2.09M | $11.01M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.41M | -1.3% | $8.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | The Vanguard Group ✦ (passief) | 1.63M | +1.8% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 1.42M | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Renaissance Technologies ✦ | 1.06M | +0.2% | $3.76M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | American Century Companies Inc | 1.02M | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 770.69K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passief) | 756.70K | +4.0% | $2.68M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passief) | 695.17K | -0.1% | $2.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 659.96K | +3.0% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Northern Trust Corp | 306.43K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Citadel Advisors ✦ | 271.00K | Nieuw | $959,350 | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 144.59K | — | $511,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 135.57K | +28.3% | $479,928 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Quantinno Capital Management LP | 117.25K | — | $415,058 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 106.39K | Nieuw | $376,610 | 0.0% | New | 1 | SEC ↗ |
| 16 | Charles Schwab Investment… | 95.89K | — | $339,465 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 90.01K | — | $318,631 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Wells Fargo & Company/Mn | 86.12K | — | $304,877 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Jane Street Group, Llc | 81.96K | — | $290,124 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Bank Of America Corp /De/ | 63.94K | — | $226,347 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Nuveen, LLC | 62.00K | — | $219,476 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 58.03K | — | $205,441 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Barclays Plc | 52.74K | — | $186,696 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 49.79K | — | $176,250 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 47.83K | — | $169,300 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Victory Capital Management Inc | 37.47K | — | $132,658 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rhumbline Advisers | 33.35K | — | $118,067 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 31.08K | — | $110,020 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Deutsche Bank Ag\ | 30.84K | — | $109,192 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Two Sigma Investments ✦ | 28.64K | Nieuw | $101,368 | 0.0% | New | 1 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 24.61K | — | $87,119 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | New York State Common Retirement… | 23.86K | — | $84,471 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 22.22K | — | $78,666 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 22.15K | +50.9% | $78,404 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | Hrt Financial Lp | 21.98K | — | $77,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 18.76K | — | $66,421 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Sei Investments Co | 16.30K | — | $57,698 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 15.62K | — | $55,305 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 15.28K | 0.0% | $55,000 | 0.0% | Held | 5 | SEC ↗ |
| 40 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.84K | — | $52,516 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 14.57K | -49.2% | $51,589 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Manufacturers Life Insurance… | 13.84K | — | $48,979 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 12.29K | -62.6% | $43,521 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 44 | LPL Financial LLC | 11.29K | — | $39,974 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 7.84K | — | $27,759 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Bnp Paribas Financial Markets | 7.05K | — | $24,971 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 6.53K | -9.3% | $23,102 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Pnc Financial Services Group, Inc. | 6.32K | — | $22,355 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Simplex Trading, Llc | 5.73K | — | $20,294 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Legal & General Group Plc | 3.29K | — | $11,633 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | California State Teachers… | 1.93K | — | $6,829 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Royal Bank Of Canada | 1.60K | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Jones Financial Companies Lllp | 1.37K | — | $4,853 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 1.01K | — | $3,573 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 613 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $959,350 | 0.0% |
| Point72 Asset Management | $376,610 | 0.0% |
| Two Sigma Investments | $101,368 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 120 houders, 17.86M aandelen, $81.42M 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 verder het vaakst 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 ·
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