GVIP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 1.65M | $311.64M | +4 | −2 |
| Q1 2026 | 25 | -1 | 1.51M | $219.54M | +1 | −2 |
| Q4 2025 | 26 | 0 | 1.43M | $221.10M | — | — |
| Q3 2025 | 5 | -1 | 196.60K | $30.13M | — | −1 |
| Q2 2025 | 3 | +1 | 30.28K | $4.19M | +1 | — |
| Q1 2025 | 1 | 0 | 23.41K | $2.76M | — | — |
| Q4 2024 | 1 | 0 | 8.48K | $1.05M | — | — |
| Q3 2024 | 1 | 0 | 9.88K | $1.18M | — | — |
| Q2 2024 | 1 | — | 3.26K | $360,333 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 723.72K | — | $112.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 193.38K | +17.2% | $29.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 161.91K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 161.91K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 161.91K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 81.04K | — | $12.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 78.15K | — | $12.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 78.15K | — | $12.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 31.18K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 30.90K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 27.33K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 23.57K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 20.96K | +22.7% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 14.26K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 14.26K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 14.26K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 12.22K | -3.5% | $1.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 6.41K | — | $993,402 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 5.37K | — | $832,287 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 4.15K | — | $643,455 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 2.95K | — | $457,017 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 2.42K | — | $374,345 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 2.07K | — | $320,023 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 1.75K | — | $270,610 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 1.41K | — | $219,030 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 788 | — | $122,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 698 | — | $108,142 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 552 | — | $85,522 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 101 | +1.0% | $15,645 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 101 | +1.0% | $15,645 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 60 | -96.5% | $9,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | — | $150 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 1.77M aandelen, $256.65M 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.