Effectdossier · gearchiveerd kwartaal
EUSA
iShares MSCI USA Equal Weighted ETF · Financial Services · Asset Management
42Gevolgde houders
0Δ houders
5.18MGehouden aandelen
$535.19MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -18.9% · netto nieuwe posities 0.0% · formule
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 22.49K | $2.55M | +1 | n/a |
| Q2 2026 | 42 | 0 | 5.74M | $655.03M | +3 | −3 |
| Q1 2026 | 43 | +1 | 5.55M | $561.50M | +4 | −3 |
| Q4 2025 | 42 | 0 | 5.18M | $535.19M | n/a | n/a |
| Q3 2025 | 8 | 0 | 1.81M | $186.32M | n/a | n/a |
| Q2 2025 | 5 | +1 | 763.59K | $75.69M | +1 | n/a |
| Q1 2025 | 2 | +1 | 22.35K | $2.09M | +1 | n/a |
| Q4 2024 | 1 | 0 | 5.80K | $553,469 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.27K | $313,453 | +1 | −1 |
| Q2 2024 | 1 | n/a | 32.64K | $2.88M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 1.79M | n/a | $185.20M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 1.08M | n/a | $111.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 328.91K | n/a | $34.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 320.88K | -11.1% | $33.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | HighTower Advisors, LLC | 263.72K | n/a | $27.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 254.92K | n/a | $26.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 170.14K | n/a | $17.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 151.84K | n/a | $15.70M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 90.66K | -66.8% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 85.34K | n/a | $8.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 79.16K | +216.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Corient Private Wealth LP | 69.52K | n/a | $7.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | UBS Group AG | 53.97K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 50.04K | n/a | $5.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | JPMorgan Chase ✦ | 49.70K | -95.4% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 44.22K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 42.20K | n/a | $4.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 32.09K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Manhattan Co. Llc. | 25.16K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 23.56K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 23.56K | -26.1% | $2.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Mariner, LLC | 23.34K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Fidelity (FMR) ✦ | 20.10K | +3.9% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Truist Financial Corp | 19.92K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 14.96K | 0.0% | $1.55M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 14.04K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cerity Partners LLC | 13.01K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Jones Financial Companies Lllp | 11.47K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 8.31K | n/a | $858,580 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 4.53K | n/a | $467,749 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 2.87K | n/a | $296,725 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.59K | n/a | $267,625 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Captrust Financial Advisors | 2.57K | n/a | $265,971 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 2.30K | -60.3% | $238,164 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Assetmark, Inc | 2.13K | n/a | $219,971 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 2.05K | n/a | $211,598 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 1.93K | n/a | $198,987 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.19K | n/a | $123,010 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 1.04K | n/a | $107,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 766 | n/a | $79,181 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lazard Asset Management Llc | 404 | n/a | $41,761 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 19 | n/a | $1,964 | 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): 148 houders, 10.17M aandelen, $995.23M 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 het vaakst nog meer 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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