FDD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.3% · 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 | 36.82K | $681,906 | n/a | n/a |
| Q2 2026 | 33 | -2 | 15.87M | $294.38M | +1 | −3 |
| Q1 2026 | 36 | +4 | 15.94M | $283.65M | +5 | −1 |
| Q4 2025 | 32 | 0 | 13.96M | $244.21M | +1 | −1 |
| Q3 2025 | 4 | +1 | 4.47M | $72.21M | +1 | n/a |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | n/a | n/a |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | n/a | n/a |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | n/a |
| Q2 2024 | 1 | n/a | 73.57K | $861,447 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.35M | +2.0% | $58.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.22M | n/a | $38.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.72M | n/a | $30.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.41M | n/a | $24.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 1.14M | n/a | $19.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 1.09M | n/a | $19.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 884.98K | n/a | $15.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 439.49K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 342.61K | n/a | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 178.21K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 169.09K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Truist Financial Corp | 156.32K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 145.68K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 141.88K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 118.63K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 91.08K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 90.78K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 65.52K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 36.60K | n/a | $640,596 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 32.65K | n/a | $571,393 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 31.49K | n/a | $551,058 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 28.00K | n/a | $490,070 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 16.00K | n/a | $280,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 12.50K | n/a | $218,750 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 11.47K | -8.0% | $200,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 10.00K | Nieuw | $175,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 5.00K | n/a | $87,400 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.21K | +1.0% | $73,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.65K | n/a | $63,875 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Blair William & Co/Il | 3.00K | n/a | $52,500 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.00K | n/a | $17,500 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 218 | n/a | $3,815 | 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 | $175,000 | 0.0% |
Verlaten
| Citadel Advisors | $18.89M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 26.17M aandelen, $450.26M 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.