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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 | 20 | -3 | 2.27M | $39.17M | +3 | −7 |
| Q1 2026 | 25 | -2 | 8.73M | $163.43M | +2 | −4 |
| Q4 2025 | 27 | 0 | 8.48M | $162.42M | n/a | n/a |
| Q3 2025 | 4 | 0 | 962.16K | $18.55M | n/a | n/a |
| Q2 2025 | 2 | +1 | 63.07K | $1.23M | +1 | n/a |
| Q1 2025 | 1 | 0 | 43.08K | $804,716 | n/a | n/a |
| Q4 2024 | 1 | 0 | 233.17K | $4.14M | n/a | n/a |
| Q3 2024 | 1 | 0 | 126.54K | $2.44M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.82K | $311,357 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.22M | n/a | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | Raymond James Financial Inc | 832.14K | n/a | $15.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 660.79K | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 510.98K | -44.7% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 396.44K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 208.85K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 123.55K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 113.53K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 80.00K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 71.36K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 66.76K | +177.6% | $1.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | Us Bancorp \De\ | 38.20K | n/a | $731,912 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 34.86K | n/a | $667,840 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 26.53K | n/a | $508,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fifth Third Bancorp | 23.39K | n/a | $448,248 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 15.93K | n/a | $305,123 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 13.04K | n/a | $249,866 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 10.89K | -19.8% | $208,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 10.35K | n/a | $198,239 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 10.29K | n/a | $197,098 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 4.02K | n/a | $77,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 3.35K | n/a | $64,186 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.14K | n/a | $60,143 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 2.45K | n/a | $46,942 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 200 | n/a | $3,832 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 190 | n/a | $3,640 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2 | n/a | $38 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 8.33M aandelen, $153.16M 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.