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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.1% · 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 | 19.92K | $452,951 | n/a | −1 |
| Q2 2026 | 29 | -1 | 9.36M | $214.58M | n/a | −1 |
| Q1 2026 | 31 | 0 | 10.69M | $245.93M | +2 | −2 |
| Q4 2025 | 31 | 0 | 12.87M | $301.52M | n/a | n/a |
| Q3 2025 | 4 | +1 | 283.63K | $6.81M | +1 | n/a |
| Q2 2025 | 1 | n/a | 20.20K | $489,422 | n/a | n/a |
| Q3 2024 | 1 | +1 | 12.54K | $304,224 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 5.08M | n/a | $119.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.38M | n/a | $32.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of Montreal /Can/ | 1.19M | n/a | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 1.09M | n/a | $25.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 609.98K | n/a | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 525.41K | n/a | $12.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 379.66K | n/a | $8.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Assetmark, Inc | 364.70K | n/a | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 329.49K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Jane Street Group, Llc | 288.78K | n/a | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 255.86K | n/a | $5.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 216.87K | +193.9% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 205.48K | +1.0% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 202.30K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 168.84K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 146.34K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 102.51K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Mercer Global Advisors Inc /Adv | 71.43K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 54.59K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 51.77K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 48.47K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 46.21K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 27.75K | n/a | $649,970 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Zurcher Kantonalbank (Zurich… | 13.25K | n/a | $311,867 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 4.53K | -28.8% | $106,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 3.49K | n/a | $81,806 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Wells Fargo & Company/Mn | 2.70K | n/a | $63,248 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 1.64K | n/a | $38,425 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 272 | n/a | $6,370 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 134 | n/a | $3,138 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 7 | -50.0% | $164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
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): 117 houders, 24.57M aandelen, $471.93M 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.