Effectdossier · gearchiveerd kwartaal
EWI
naam in afwachting van profielverwerking
41Gevolgde houders
+1Δ houders
10.76MGehouden aandelen
$584.60MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom +2.6% ·
netto nieuwe posities +2.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 | 37 | +1 | 8.81M | $521.90M | +5 | −5 |
| Q1 2026 | 38 | -4 | 7.33M | $390.42M | +3 | −7 |
| Q4 2025 | 41 | +1 | 10.76M | $584.60M | +2 | −1 |
| Q3 2025 | 8 | 0 | 1.78M | $92.69M | +1 | −1 |
| Q2 2025 | 6 | -1 | 1.06M | $51.23M | +1 | −2 |
| Q1 2025 | 5 | +1 | 194.87K | $8.25M | +1 | n/a |
| Q4 2024 | 4 | 0 | 75.75K | $2.72M | +1 | −1 |
| Q3 2024 | 4 | +1 | 140.61K | $5.48M | +2 | −1 |
| Q2 2024 | 3 | n/a | 102.09K | $3.66M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hsbc Holdings Plc | 6.33M | n/a | $343.83M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 1.16M | +37.9% | $63.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 768.06K | +10.5% | $41.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 737.04K | n/a | $40.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 289.26K | n/a | $15.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 244.53K | n/a | $13.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cibc World Market Inc. | 243.63K | n/a | $13.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Principal Financial Group Inc | 197.10K | n/a | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Qube Research & Technologies Ltd | 148.11K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 119.50K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 95.94K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 54.63K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 54.47K | -49.9% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | HighTower Advisors, LLC | 52.71K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 39.23K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 38.51K | +14.2% | $2.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Royal Bank Of Canada | 34.00K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Osaic Holdings, Inc. | 18.12K | n/a | $984,396 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Marshall Wace ✦ | 15.12K | +174.4% | $821,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 14.19K | n/a | $770,811 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 13.92K | n/a | $756,219 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 12.88K | n/a | $699,709 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 10.98K | n/a | $596,450 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 10.00K | -11.5% | $543,300 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Invesco Ltd. | 9.19K | n/a | $499,510 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 7.87K | n/a | $427,750 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 7.14K | n/a | $387,753 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 5.43K | n/a | $294,964 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Goldman Sachs Group ✦ | 4.77K | Nieuw | $258,991 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citigroup Inc | 4.66K | n/a | $253,286 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Simplex Trading, Llc | 4.11K | n/a | $223,024 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 3.97K | n/a | $215,623 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Millennium Management ✦ | 3.92K | Nieuw | $213,137 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mirae Asset Global Investments Co.… | 3.09K | n/a | $167,880 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.98K | +3.7% | $107,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 544 | n/a | $29,556 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Cwm, Llc | 341 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 150 | n/a | $8,149 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 68 | n/a | $3,694 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 49 | n/a | $2,662 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 44 | n/a | $2,391 | 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
| Goldman Sachs Group | $258,991 | 0.0% |
| Millennium Management | $213,137 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $4.42M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 108 houders, 9.77M aandelen, $517.46M 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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