FAX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom -3.0% ·
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.43K | $31,176 | n/a | −1 |
| Q2 2026 | 28 | -1 | 4.44M | $65.25M | +1 | −2 |
| Q1 2026 | 30 | +1 | 4.28M | $61.65M | +3 | −2 |
| Q4 2025 | 29 | +1 | 3.87M | $59.17M | +1 | n/a |
| Q3 2025 | 2 | -1 | 869.39K | $14.16M | n/a | −1 |
| Q2 2025 | 2 | 0 | 11.84K | $188,493 | +1 | −1 |
| Q1 2025 | 1 | +1 | 25.58K | $401,606 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 730.70K | -14.4% | $11.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 649.60K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 540.36K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 493.02K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 233.06K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Franklin Resources Inc | 161.93K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 149.56K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 143.95K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 143.07K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 86.03K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 83.52K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 59.74K | n/a | $916,485 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Us Bancorp \De\ | 53.61K | n/a | $822,347 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 52.82K | n/a | $810,289 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 43.09K | n/a | $661,047 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 41.38K | n/a | $634,853 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 40.67K | n/a | $623,847 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 39.79K | n/a | $610,420 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 24.96K | n/a | $382,902 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 23.48K | n/a | $360,208 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 18.40K | n/a | $282,209 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 17.43K | +11.6% | $267,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 17.04K | n/a | $261,440 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.68K | n/a | $56,452 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 11.73K | n/a | $40,406 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.08K | Nieuw | $31,938 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 1.30K | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 298 | n/a | $4,570 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 214 | n/a | $3,283 | 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
| JPMorgan Chase | $31,938 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 96 houders, 8.68M aandelen, $107.38M 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.