Effectdossier · gearchiveerd kwartaal
GOF
naam in afwachting van profielverwerking
35Gevolgde houders
-1Δ houders
23.30MGehouden aandelen
$300.17MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 23.75M | $259.38M | +4 | −3 |
| Q1 2026 | 41 | +6 | 23.25M | $256.27M | +8 | −2 |
| Q4 2025 | 35 | -1 | 23.30M | $300.17M | — | −1 |
| Q3 2025 | 3 | 0 | 8.17M | $122.41M | +1 | −1 |
| Q2 2025 | 2 | +1 | 57.28K | $852,879 | +1 | — |
| Q4 2024 | 1 | +1 | 28.03K | $427,768 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.02M | -13.9% | $90.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.02M | -13.9% | $90.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.02M | -13.9% | $90.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 2.55M | — | $32.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 1.69M | — | $21.80M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.69M | — | $21.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 1.69M | — | $21.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 1.62M | +10425.4% | $20.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 1.62M | +10425.4% | $20.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 1.62M | +10425.4% | $20.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 1.50M | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 1.32M | — | $17.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 1.26M | — | $16.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 982.21K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 982.21K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 982.21K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 953.44K | — | $12.28M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 953.44K | — | $12.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 795.22K | — | $10.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 766.94K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 731.07K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 731.07K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 731.07K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 457.84K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 368.34K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 244.70K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 222.54K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 198.02K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 198.02K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 169.48K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 87.59K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 80.96K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 46.29K | — | $680,228 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 42.86K | — | $551,998 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nomura Holdings Inc | 34.13K | — | $439,582 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 31.51K | — | $405,807 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 31.51K | — | $405,807 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 26.80K | — | $345,159 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 23.65K | — | $304,567 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 20.45K | — | $263,336 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Creative Planning | 13.67K | — | $176,056 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 10.91K | — | $142,214 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 9.57K | — | $123,279 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 9.57K | — | $123,279 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 9.35K | — | $120,441 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 2.33K | — | $29,985 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 1.50K | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 1.06K | — | $13,601 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | 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.
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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