JFR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.4% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.98K | $213,462 | n/a | n/a |
| Q2 2026 | 31 | -5 | 29.98M | $229.92M | +1 | −7 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | n/a | n/a |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | n/a |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.11K | $225,869 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.46M | -12.1% | $50.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Invesco Ltd. | 2.92M | n/a | $22.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 2.90M | n/a | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.06M | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.62M | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.38M | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 1.10M | n/a | $8.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Balyasny Asset Management L.P. | 1.00M | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 822.48K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 767.29K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 760.51K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 736.69K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 546.41K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 390.78K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 321.75K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 306.12K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 216.89K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 109.38K | n/a | $856,420 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 85.21K | n/a | $667,178 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 65.48K | n/a | $512,733 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 41.95K | n/a | $328,508 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 39.83K | n/a | $311,838 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 39.07K | n/a | $308,282 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 37.38K | n/a | $292,646 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 27.16K | +45.4% | $212,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 22.36K | n/a | $175,076 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 21.97K | n/a | $172,026 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 21.85K | n/a | $171,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 21.84K | n/a | $170,964 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.48K | n/a | $97,697 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 5.21K | n/a | $40,826 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 4.69K | n/a | $37,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 4.72K | n/a | $36,939 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | TD Waterhouse Canada Inc. | 2.00K | n/a | $15,620 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 766 | n/a | $5,997 | 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): 184 houders, 59.65M aandelen, $383.70M 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.
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