EWD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -20.0% ·
netto nieuwe posities -3.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 1.74M | $86.93M | +3 | −3 |
| Q1 2026 | 34 | +1 | 1.82M | $88.61M | +4 | −3 |
| Q4 2025 | 33 | -1 | 2.17M | $107.06M | n/a | −1 |
| Q3 2025 | 8 | 0 | 1.36M | $64.13M | n/a | n/a |
| Q2 2025 | 5 | 0 | 1.05M | $48.23M | n/a | n/a |
| Q1 2025 | 3 | -2 | 370.40K | $15.59M | n/a | −2 |
| Q4 2024 | 5 | +1 | 442.93K | $16.53M | +2 | −1 |
| Q3 2024 | 4 | +1 | 386.81K | $16.79M | +1 | n/a |
| Q2 2024 | 3 | n/a | 296.82K | $11.95M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 780.54K | n/a | $38.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Wellington Management ✦ | 288.27K | +1.3% | $14.19M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passief) | 273.58K | -53.6% | $13.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 171.67K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 121.21K | -1.2% | $5.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 112.40K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 84.03K | -70.8% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 76.57K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 66.26K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 41.05K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | D. E. Shaw & Co. ✦ | 39.56K | -10.2% | $1.95M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Hsbc Holdings Plc | 20.24K | n/a | $996,514 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Susquehanna International Group, Llp | 15.70K | n/a | $773,009 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 14.37K | n/a | $707,386 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Ameriprise Financial Inc | 12.98K | n/a | $638,839 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citigroup Inc | 10.69K | n/a | $526,219 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Qube Research & Technologies Ltd | 10.39K | n/a | $511,746 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 7.83K | -58.0% | $385,718 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Stifel Financial Corp | 5.92K | n/a | $291,444 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 5.30K | n/a | $261,010 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 4.47K | n/a | $220,227 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mirae Asset Global Investments Co.… | 3.40K | n/a | $167,382 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rhumbline Advisers | 2.76K | n/a | $135,874 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 1.79K | n/a | $88,368 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 916 | n/a | $45,067 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 825 | n/a | $40,653 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 826 | -9.6% | $40,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 610 | n/a | $30,043 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 249 | n/a | $12,311 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 250 | n/a | $12,308 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 87 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Toronto Dominion Bank | 9 | n/a | $443 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Barclays Plc | 9 | n/a | $443 | 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
| Citadel Advisors | $499,659 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 2.51M aandelen, $122.48M 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.