FOF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.7% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.63M | $64.25M | +1 | −2 |
| Q1 2026 | 21 | +2 | 4.66M | $59.82M | +2 | — |
| Q4 2025 | 19 | 0 | 4.83M | $63.70M | — | — |
| Q3 2025 | 2 | -1 | 1.49M | $19.43M | — | −1 |
| Q2 2025 | 1 | — | 16.54K | $208,684 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.45M | -2.0% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.45M | -2.0% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 917.23K | — | $12.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 542.37K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 542.37K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 328.07K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 328.07K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 255.82K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 249.57K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 208.86K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 157.97K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 104.78K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 104.78K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 74.98K | — | $989,786 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 55.74K | — | $735,813 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 31.22K | — | $412,105 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 29.23K | — | $385,876 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 20.40K | — | $269,280 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.49K | — | $151,695 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 11.49K | — | $151,695 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.54K | — | $139,106 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.59K | -50.0% | $47,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 825 | — | $10,890 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 5.19M aandelen, $66.04M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.