Effectdossier · gearchiveerd kwartaal
FDIS
naam in afwachting van profielverwerking
52Gevolgde houders
+1Δ houders
5.20MGehouden aandelen
$532.07MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.0% ·
aandelenstroom +1.1% ·
netto nieuwe posities +1.9%
— 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 | 51 | +2 | 3.68M | $378.06M | +4 | −3 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ ×4 |
| 2 | Charles Schwab Investment… | 1.25M | — | $127.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Assetmark, Inc | 212.09K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 156.29K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 133.44K | — | $13.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 120.72K | — | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | HighTower Advisors, LLC | 71.15K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 67.42K | -1.7% | $6.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Stifel Financial Corp | 60.66K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 57.90K | +135.4% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 56.80K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 55.19K | — | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 53.32K | +11.5% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 38.13K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 35.48K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Royal Bank Of Canada | 22.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | UBS Group AG | 22.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 22.11K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 14.77K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 13.89K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 12.85K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 8.02K | — | $837,223 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Hrt Financial Lp | 7.13K | — | $728,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 6.55K | — | $668,910 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Point72 Asset Management ✦ | 6.28K | Nieuw | $641,565 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 6.24K | — | $637,630 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 5.11K | — | $521,798 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 4.69K | — | $479,497 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 4.46K | — | $455,451 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mml Investors Services, Llc | 4.13K | — | $422,169 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northern Trust Corp | 2.88K | — | $294,323 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 2.88K | — | $294,119 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Corient Private Wealth LP | 2.52K | — | $257,343 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Jane Street Group, Llc | 2.19K | — | $223,322 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 1.97K | — | $201,153 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.37K | — | $140,164 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 847 | — | $86,530 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 284 | — | $29,013 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 257 | — | $26,255 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 257 | — | $26,214 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 250 | — | $25,540 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | BlackRock ✦ (passief) | 100 | +9900.0% | $10,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Cwm, Llc | 94 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 54 | — | $5,517 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $641,565 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 229 houders, 7.51M aandelen, $682.53M 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 verder het vaakst 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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