EVV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.8% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 55.34K | $465,929 | n/a | n/a |
| Q2 2026 | 33 | +1 | 24.82M | $232.69M | +4 | −3 |
| Q1 2026 | 33 | +3 | 23.14M | $218.64M | +5 | −2 |
| Q4 2025 | 30 | 0 | 23.07M | $228.68M | +1 | −1 |
| Q3 2025 | 2 | 0 | 10.07M | $102.21M | +1 | −1 |
| Q2 2025 | 1 | +1 | 10.74K | $110,233 | +1 | n/a |
| Q4 2024 | 2 | +1 | 29.53K | $288,508 | +1 | n/a |
| Q3 2024 | 1 | +1 | 63.41K | $666,439 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 4.51M | n/a | $44.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 1.45M | n/a | $14.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.34M | n/a | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 976.10K | n/a | $9.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 810.95K | n/a | $8.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 766.56K | n/a | $7.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 519.84K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 362.47K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 342.46K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 294.99K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 282.34K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 253.59K | Nieuw | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 228.40K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 212.33K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 178.16K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 152.30K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 98.81K | n/a | $979,257 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 67.89K | n/a | $679,947 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 60.08K | n/a | $600,167 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 40.16K | n/a | $398,005 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 30.11K | n/a | $298,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 27.12K | n/a | $268,800 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Envestnet Asset Management Inc | 22.60K | n/a | $223,953 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 19.03K | n/a | $188,566 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 12.12K | n/a | $120,064 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 1.15K | n/a | $11,397 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.06K | n/a | $10,515 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 477 | n/a | $4,724 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 419 | n/a | $4,000 | 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
| Citadel Advisors | $2.51M | 0.0% |
Verlaten
| Millennium Management | $223,300 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 136 houders, 40.50M aandelen, $293.66M 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.