EWM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom -9.7% ·
netto nieuwe posities +3.4%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -1 | 3.27M | $88.08M | +1 | −2 |
| Q1 2026 | 29 | 0 | 3.78M | $107.04M | +4 | −4 |
| Q4 2025 | 29 | +1 | 2.78M | $76.09M | +1 | n/a |
| Q3 2025 | 5 | -2 | 1.50M | $38.87M | n/a | −2 |
| Q2 2025 | 4 | 0 | 39.56K | $962,802 | +1 | −1 |
| Q1 2025 | 2 | +1 | 88.77K | $2.05M | +1 | n/a |
| Q4 2024 | 1 | -1 | 4.59K | $112,495 | n/a | −1 |
| Q3 2024 | 2 | +2 | 167.49K | $4.53M | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 587.66K | n/a | $16.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 562.94K | +2.1% | $15.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 380.11K | -49.7% | $10.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Citigroup Inc | 279.26K | n/a | $7.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 208.52K | +9.5% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Korea Investment CORP | 188.14K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 136.46K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | State Of Wisconsin Investment Board | 86.40K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Kayne Anderson Rudnick Investment… | 53.58K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Qube Research & Technologies Ltd | 43.60K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 41.76K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 31.11K | +1828.5% | $851,088 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Hsbc Holdings Plc | 31.01K | n/a | $848,274 | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Bank Of America Corp /De/ | 29.32K | n/a | $802,332 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 22.32K | n/a | $610,759 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 18.74K | n/a | $512,808 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 18.13K | Nieuw | $495,982 | 0.0% | New | 1 | SEC ↗ |
| 18 | LPL Financial LLC | 13.07K | n/a | $357,570 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 12.53K | n/a | $343,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Invesco Ltd. | 9.63K | n/a | $263,477 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 8.15K | n/a | $223,039 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 6.00K | n/a | $164,160 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mirae Asset Global Investments Co.… | 5.90K | n/a | $161,424 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 3.97K | n/a | $108,501 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Rockefeller Capital Management L.P. | 1.50K | n/a | $41,040 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 814 | n/a | $22,279 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 189 | -28.9% | $5,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 96 | n/a | $2,651 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 4 | n/a | $109 | 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 | $495,982 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 9.18M aandelen, $240.55M 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.