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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 165.44K | +12.5% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 128.64K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | First Trust Advisors Lp | 117.41K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 92.25K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 81.64K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 71.69K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 63.73K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 62.88K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 59.03K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 43.99K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 30.70K | n/a | $931,623 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 30.47K | n/a | $924,856 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 27.72K | n/a | $841,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Creative Planning | 25.20K | n/a | $764,918 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 22.41K | n/a | $680,142 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 21.81K | n/a | $661,989 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 21.15K | n/a | $641,903 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 35.01K | n/a | $617,138 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 20.21K | n/a | $613,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 17.62K | n/a | $534,688 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 12.94K | n/a | $392,850 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 11.99K | -47.2% | $364,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 1.95K | n/a | $59,274 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 635 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 225 | n/a | $6,829 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 0 | n/a | $0 | 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): 66 houders, 3.12M aandelen, $82.58M 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.