Effectdossier · gearchiveerd kwartaal
EVT
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
7.18MGehouden aandelen
$180.80MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 7.16M | $198.24M | +5 | −2 |
| Q1 2026 | 34 | +2 | 7.08M | $173.70M | +3 | −1 |
| Q4 2025 | 32 | 0 | 7.18M | $180.80M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $26.23M | — | — |
| Q2 2025 | 2 | +1 | 104.19K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | +1 | 9.46K | $220,181 | +1 | — |
| Q2 2024 | 1 | — | 16.33K | $380,326 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.00M | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.00M | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.00M | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 946.95K | +0.7% | $23.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 946.95K | +0.7% | $23.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 946.95K | +0.7% | $23.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 916.38K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 916.38K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 838.70K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 716.78K | — | $18.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 716.78K | — | $18.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 716.78K | — | $18.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 505.97K | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 360.62K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 268.99K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 268.99K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 223.58K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 206.09K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 193.50K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 150.65K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | First Trust Advisors Lp | 145.88K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 119.56K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 109.57K | 0.0% | $2.76M | 0.0% | Held | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 55.29K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 53.67K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 53.67K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 51.78K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 51.78K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 51.78K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 47.47K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 44.56K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Allspring Global Investments… | 41.55K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 26.50K | — | $667,238 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 26.09K | — | $656,820 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 22.50K | 0.0% | $566,676 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 19.73K | — | $496,926 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 19.73K | — | $496,926 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 19.73K | — | $496,926 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 18.84K | — | $474,265 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 13.87K | — | $349,342 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 13.51K | — | $340,257 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jane Street Group, Llc | 13.51K | — | $340,257 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 12.82K | — | $322,861 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 11.91K | — | $300,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Kayne Anderson Rudnick Investment… | 10.00K | — | $251,800 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 168 | — | $4,230 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 13.78M aandelen, $334.80M 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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