Effectdossier · gearchiveerd kwartaal
FEP
naam in afwachting van profielverwerking
30Gevolgde houders
0Δ houders
3.88MGehouden aandelen
$208.94MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · netto nieuwe posities 0.0% — formule
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 | 32 | -2 | 4.78M | $272.83M | +2 | −4 |
| Q1 2026 | 35 | +5 | 4.61M | $252.08M | +6 | −1 |
| Q4 2025 | 30 | 0 | 3.88M | $208.94M | — | — |
| Q3 2025 | 4 | +1 | 879.01K | $44.99M | +1 | — |
| Q2 2025 | 1 | — | 405 | $19,359 | — | — |
| Q4 2024 | 1 | +1 | 25.33K | $907,145 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | First Trust Advisors Lp | 707.82K | — | $38.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 508.29K | — | $27.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 294.71K | — | $15.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 273.73K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 199.66K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 196.43K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 163.27K | — | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 163.27K | — | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 115.36K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 110.85K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 110.85K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 97.59K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 97.59K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 59.60K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 50.12K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 38.95K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 15.77K | — | $847,549 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 15.31K | — | $822,875 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 9.51K | — | $511,152 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 6.20K | — | $333,457 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 5.70K | — | $306,397 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 5.41K | — | $290,974 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 5.02K | — | $269,687 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.25K | — | $228,250 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 3.87K | -94.1% | $208,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 2.06K | — | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.80K | -45.6% | $96,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.80K | -45.6% | $96,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.00K | — | $53,755 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 429 | 0.0% | $23,061 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 127 houders, 6.18M aandelen, $324.10M 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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