EQAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.0% ·
aandelenstroom +0.1% ·
netto nieuwe posities -3.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.66M | n/a | $245.06M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 259.30K | n/a | $13.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 202.58K | n/a | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 155.39K | +4.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Pnc Financial Services Group, Inc. | 136.16K | n/a | $7.17M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | UBS Group AG | 77.55K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 35.72K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 35.32K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 34.19K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 23.94K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 20.81K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 19.41K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 17.86K | n/a | $940,140 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 16.73K | n/a | $880,769 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 14.80K | n/a | $779,170 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 10.15K | n/a | $534,454 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 10.07K | n/a | $529,941 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 9.50K | n/a | $513,719 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 9.70K | Nieuw | $510,608 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 9.05K | n/a | $476,376 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Royal Bank Of Canada | 8.71K | n/a | $459,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Quantinno Capital Management LP | 8.66K | n/a | $455,968 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 8.48K | n/a | $446,649 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 7.34K | +3.7% | $386,316 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 5.72K | n/a | $301,247 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 4.95K | n/a | $260,357 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 4.12K | n/a | $216,877 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 2.37K | n/a | $124,652 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 982 | n/a | $51,692 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 300 | 0.0% | $15,792 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 30 | n/a | $1,579 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 0 | n/a | $17 | 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
| Two Sigma Investments | $510,608 | 0.0% |
Verlaten
| Citadel Advisors | $455,884 | was 0.0% |
| Goldman Sachs Group | $215,020 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 7.05M aandelen, $380.96M 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.