GOF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom +2.1% ·
netto nieuwe posities -2.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.02M | -13.9% | $90.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.55M | — | $32.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 1.69M | — | $21.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | BlackRock ✦ (passief) | 1.62M | +10425.4% | $20.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 1.50M | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 1.32M | — | $17.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.26M | — | $16.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 982.21K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 953.44K | — | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 795.22K | — | $10.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 766.94K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 731.07K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 457.84K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 368.34K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 244.70K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 222.54K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 198.02K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 169.48K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 87.59K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 80.96K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 46.29K | — | $680,228 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 42.86K | — | $551,998 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Nomura Holdings Inc | 34.13K | — | $439,582 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 31.51K | — | $405,807 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 26.80K | — | $345,159 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 23.65K | — | $304,567 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 20.45K | — | $263,336 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 13.67K | — | $176,056 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 10.91K | — | $142,214 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 9.57K | — | $123,279 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Bnp Paribas Financial Markets | 9.35K | — | $120,441 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.33K | — | $29,985 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 1.50K | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 1.06K | — | $13,601 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 1 | — | $13 | 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
| Fidelity (FMR) | $14 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 199 houders, 44.40M aandelen, $465.57M 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.