JRS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.16K | $73,232 | n/a | n/a |
| Q2 2026 | 22 | -2 | 3.93M | $33.10M | +2 | −4 |
| Q1 2026 | 24 | +1 | 3.79M | $28.27M | +1 | n/a |
| Q4 2025 | 23 | 0 | 3.66M | $28.03M | n/a | n/a |
| Q3 2025 | 2 | 0 | 1.69M | $13.81M | n/a | n/a |
| Q2 2025 | 1 | +1 | 19.79K | $153,982 | +1 | n/a |
| Q4 2024 | 1 | +1 | 14.79K | $127,664 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.61M | -2.7% | $12.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Baird Financial Group, Inc. | 578.73K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 218.66K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 186.05K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 152.55K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 148.96K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 128.48K | n/a | $984,172 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 121.57K | n/a | $931,218 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 84.15K | n/a | $644,625 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 69.21K | n/a | $530,157 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 60.69K | n/a | $464,910 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 50.13K | n/a | $383,980 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 46.88K | n/a | $359,078 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 46.83K | n/a | $358,727 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 44.96K | n/a | $344,422 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 28.82K | n/a | $220,723 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 26.61K | -16.1% | $203,810 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 16.65K | n/a | $127,539 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 13.57K | n/a | $103,969 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 11.22K | n/a | $85,929 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.00K | n/a | $76,400 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.70K | n/a | $13,053 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.29K | n/a | $9,874 | 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): 75 houders, 6.96M aandelen, $51.63M 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.