GUT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom +3.0% ·
netto nieuwe posities -3.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +4 | 5.44M | $35.89M | +4 | — |
| Q1 2026 | 27 | -4 | 4.75M | $28.75M | +1 | −5 |
| Q4 2025 | 31 | -1 | 4.74M | $28.58M | — | −1 |
| Q3 2025 | 3 | 0 | 1.14M | $6.90M | — | — |
| Q2 2025 | 2 | 0 | 393.95K | $2.28M | — | — |
| Q1 2025 | 2 | +1 | 394.76K | $2.11M | +1 | — |
| Q4 2024 | 1 | -1 | 331.02K | $1.67M | — | −1 |
| Q3 2024 | 2 | -1 | 288.08K | $1.50M | — | −1 |
| Q2 2024 | 3 | — | 296.12K | $1.75M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.30M | — | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 943.22K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 942.53K | +18.9% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 942.53K | +18.9% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 942.53K | +18.9% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 411.89K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | GAMCO Investors ✦ | 331.02K | 0.0% | $2.00M | 0.0% | Held | 7 | SEC ↗ |
| 8 | Cetera Investment Advisers | 152.03K | — | $916,737 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 128.31K | — | $773,695 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 128.31K | — | $773,695 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 65.99K | — | $401,872 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 57.89K | — | $349,065 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 57.33K | — | $345,676 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 45.76K | — | $275,931 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 39.58K | — | $239,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 35.86K | — | $216,230 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 33.53K | — | $202,192 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 33.53K | — | $202,192 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 33.53K | — | $202,192 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 29.63K | — | $178,657 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 29.63K | — | $178,657 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 29.53K | — | $178,054 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 26.55K | — | $160,128 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 17.65K | — | $106,454 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 15.43K | — | $93,043 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 15.41K | — | $92,941 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 15.41K | — | $92,941 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 14.64K | — | $88,293 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 13.31K | — | $80,238 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 12.98K | — | $78,282 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 11.46K | — | $69,073 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 2.70K | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.50K | — | $15,075 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 753 | — | $4,541 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 730 | — | $4,402 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 541 | — | $3,264 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 541 | — | $3,264 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 395 | — | $2,382 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 138 | — | $832 | 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
| Fisher Asset Management | $73,871 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 92 houders, 7.29M aandelen, $39.09M 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.