EPU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.6% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -2 | 3.66M | $305.36M | +1 | −4 |
| Q1 2026 | 29 | +7 | 3.85M | $310.64M | +7 | n/a |
| Q4 2025 | 22 | 0 | 1.94M | $140.01M | +1 | −1 |
| Q3 2025 | 3 | +1 | 195.39K | $12.02M | +1 | n/a |
| Q1 2025 | 1 | 0 | 9.84K | $431,965 | n/a | n/a |
| Q4 2024 | 1 | -1 | 20.86K | $826,148 | n/a | −1 |
| Q3 2024 | 2 | +1 | 21.26K | $918,136 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.82K | $314,478 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Nova Scotia | 1.35M | n/a | $97.80M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 205.91K | +18.8% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 147.58K | n/a | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 55.14K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 47.45K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Korea Investment CORP | 39.02K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Man Group plc | 19.66K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 12.16K | n/a | $880,373 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 9.35K | n/a | $676,594 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 8.86K | n/a | $641,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 8.27K | n/a | $598,261 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 7.31K | n/a | $529,023 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 5.40K | n/a | $390,501 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 5.16K | n/a | $373,625 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 4.85K | n/a | $350,584 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Zurcher Kantonalbank (Zurich… | 3.55K | n/a | $257,039 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 2.91K | n/a | $210,321 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 477 | +396.9% | $34,511 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | BlackRock ✦ (passief) | 209 | Nieuw | $15,121 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 87 | n/a | $6,294 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 31 | n/a | $2,243 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 28 | n/a | $2,026 | 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
| BlackRock | $15,121 | 0.0% |
Verlaten
| Citadel Advisors | $1.35M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 4.40M aandelen, $350.38M 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.