Effectdossier · gearchiveerd kwartaal
GARP
naam in afwachting van profielverwerking
31Gevolgde houders
+1Δ houders
4.85MGehouden aandelen
$330.52MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +10.3% ·
netto nieuwe posities +3.2%
— 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 | 38 | +4 | 12.16M | $1.00B | +5 | −1 |
| Q1 2026 | 35 | +4 | 7.39M | $472.66M | +7 | −3 |
| Q4 2025 | 31 | +1 | 4.85M | $330.52M | +1 | — |
| Q3 2025 | 4 | 0 | 11.96K | $785,041 | +1 | −1 |
| Q2 2025 | 1 | +1 | 14.02K | $846,407 | +1 | — |
| Q4 2024 | 1 | +1 | 40.45K | $2.28M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.32M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 488.80K | — | $33.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 437.64K | — | $29.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 437.64K | — | $29.80M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 359.26K | — | $24.47M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 359.26K | — | $24.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 359.26K | — | $24.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 359.26K | — | $24.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 340.76K | — | $23.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 296.79K | — | $20.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 266.02K | +26602000.0% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 266.02K | +26602000.0% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 266.02K | +26602000.0% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 266.02K | +26602000.0% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 248.11K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 205.80K | — | $14.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 187.53K | — | $12.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 187.53K | — | $12.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 187.22K | +2984.9% | $12.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 168.20K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 158.45K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | First Trust Advisors Lp | 77.43K | — | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 50.96K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 12.00K | — | $817,200 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 12.00K | — | $817,200 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cibc World Market Inc. | 10.27K | — | $699,387 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 6.93K | — | $472,274 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 6.34K | — | $444,717 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 5.93K | — | $403,809 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 5.93K | — | $403,809 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 5.93K | — | $403,809 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 5.76K | — | $392,324 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.49K | Nieuw | $305,565 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.33K | +1.2% | $294,669 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 2.24K | — | $152,408 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.85K | +14.6% | $125,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1.67K | — | $113,387 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1.67K | — | $113,387 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 973 | — | $66,237 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 973 | — | $66,237 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 661 | — | $45,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 618 | — | $42,086 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 241 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 241 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 78 | — | $5,312 | 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
| AQR Capital Management | $305,565 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 14.10M aandelen, $823.57M 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 ·
Verkrijg dit via de API