JRI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom -2.8% ·
netto nieuwe posities +4.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 3.39M | $43.92M | +2 | −3 |
| Q1 2026 | 25 | +2 | 3.27M | $40.25M | +5 | −3 |
| Q4 2025 | 23 | +1 | 2.66M | $36.22M | +1 | — |
| Q3 2025 | 1 | — | 1.33M | $19.01M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 223.36K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 112.68K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 68.19K | — | $928,025 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 51.48K | — | $700,582 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 45.34K | — | $617,118 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 43.56K | — | $592,818 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 31.41K | — | $427,558 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 30.91K | — | $420,758 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 14.81K | — | $201,510 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 10.50K | Nieuw | $142,905 | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 7.65K | — | $104,130 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.53K | — | $20,810 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 622 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 266 | — | $3,620 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 147 | — | $1,995 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 33 | — | $449 | 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
| Citadel Advisors | $142,905 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 91 houders, 11.21M aandelen, $70.54M 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.