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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · 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 | 26 | +1 | 4.48M | $108.07M | +2 | −1 |
| Q1 2026 | 26 | -1 | 4.25M | $103.68M | +3 | −4 |
| Q4 2025 | 27 | 0 | 3.59M | $88.10M | — | — |
| Q3 2025 | 3 | +1 | 961.14K | $23.69M | +1 | — |
| Q2 2025 | 1 | +1 | 30.53K | $748,339 | +1 | — |
| Q4 2024 | 1 | 0 | 25.89K | $611,733 | — | — |
| Q3 2024 | 1 | +1 | 16.11K | $404,380 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 923.09K | +6.9% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 923.09K | +6.9% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 413.70K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 395.94K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 307.34K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 307.34K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 249.28K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 170.53K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 134.35K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 133.84K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 124.36K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 107.75K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 107.75K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 91.25K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 91.25K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 81.72K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 81.72K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 50.21K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 49.47K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | LPL Financial LLC | 44.25K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 34.84K | — | $856,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 28.85K | -63.8% | $708,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 25.69K | — | $630,920 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 23.60K | — | $579,473 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 22.36K | — | $549,001 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 18.90K | +6.0% | $464,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 13.22K | — | $324,716 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 8.03K | — | $196,853 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.31K | — | $154,912 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.36K | — | $33,417 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 463 | — | $11,401 | 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): 84 houders, 13.19M aandelen, $318.25M 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.