GRPM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom -1.8% ·
netto nieuwe posities +3.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -2 | 921.70K | $119.96M | n/a | −3 |
| Q1 2026 | 33 | +2 | 1.34M | $158.94M | +4 | −2 |
| Q4 2025 | 31 | +1 | 1.64M | $197.16M | +1 | n/a |
| Q3 2025 | 5 | 0 | 409.71K | $49.42M | n/a | n/a |
| Q2 2025 | 2 | 0 | 13.90K | $1.52M | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.11K | $954,239 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.43K | $1.85M | n/a | n/a |
| Q3 2024 | 1 | +1 | 6.72K | $787,012 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 461.90K | n/a | $55.43M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 345.00K | -9.2% | $41.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 127.50K | n/a | $15.30M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 100.50K | n/a | $12.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 96.20K | n/a | $11.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 84.72K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 73.33K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 54.88K | n/a | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 45.73K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 37.25K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 30.81K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 30.65K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 30.39K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cerity Partners LLC | 27.48K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 18.68K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 17.95K | -10.7% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 13.45K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 9.36K | +5.0% | $1.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Royal Bank Of Canada | 9.05K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 6.60K | Nieuw | $792,066 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 5.84K | n/a | $700,474 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 4.38K | n/a | $525,164 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 3.08K | n/a | $371,632 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 2.90K | n/a | $348,389 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Susquehanna International Group, Llp | 1.90K | n/a | $227,779 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.07K | n/a | $129,016 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 749 | n/a | $89,887 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 711 | n/a | $85,433 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 409 | -4.4% | $49,035 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 154 | -62.1% | $18,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 107 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $792,066 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 2.23M aandelen, $257.50M 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.