JSI
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 2.41M | n/a | $125.62M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wealth Enhancement Advisory… | 1.31M | n/a | $68.22M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.10M | n/a | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 797.86K | n/a | $41.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 775.53K | n/a | $40.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 684.34K | n/a | $35.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 505.31K | n/a | $26.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 498.89K | n/a | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 240.27K | n/a | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 234.53K | +58.5% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 212.92K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 202.25K | n/a | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 164.62K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 124.41K | n/a | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Janus Henderson Group Plc | 121.84K | n/a | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 92.81K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 90.61K | +169.2% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 58.85K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 19.77K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 16.20K | n/a | $843,131 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.49K | +41.6% | $702,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 9.82K | n/a | $511,120 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 9.76K | n/a | $508,106 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 7.83K | n/a | $407,630 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 7.51K | n/a | $390,866 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 800 | -50.0% | $41,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 395 | n/a | $20,564 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 211 | n/a | $10,985 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 19 | n/a | $989 | 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): 153 houders, 24.94M aandelen, $1.23B 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.