HTAB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.4% · 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 | 17 | +1 | 7.80M | $149.61M | +1 | −1 |
| Q1 2026 | 17 | -3 | 7.90M | $150.02M | +2 | −5 |
| Q4 2025 | 20 | 0 | 7.92M | $151.70M | +1 | −1 |
| Q3 2025 | 3 | 0 | 84.15K | $1.61M | n/a | n/a |
| Q2 2025 | 1 | 0 | 18.25K | $341,420 | n/a | n/a |
| Q1 2025 | 1 | 0 | 20.01K | $383,611 | n/a | n/a |
| Q4 2024 | 1 | +1 | 40.20K | $778,272 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.19M | n/a | $41.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.22M | n/a | $23.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 955.83K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 951.28K | n/a | $18.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 672.86K | n/a | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 560.95K | n/a | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 299.67K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 260.71K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 244.17K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 165.58K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 133.21K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 112.75K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 54.88K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 40.49K | n/a | $775,309 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 39.60K | +50.3% | $758,378 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 13.35K | Nieuw | $255,726 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 12.64K | n/a | $242,085 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.38K | n/a | $26,331 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 331 | n/a | $6,339 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 108 | -13.6% | $2,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| AQR Capital Management | $255,726 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.10M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 12.22M aandelen, $230.61M 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.