JSMD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.7% · 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 | 20.49K | $1.85M | n/a | n/a |
| Q2 2026 | 30 | +3 | 4.42M | $447.30M | +5 | −3 |
| Q1 2026 | 28 | +1 | 4.32M | $342.59M | +2 | −1 |
| Q4 2025 | 27 | 0 | 3.64M | $296.84M | +1 | −1 |
| Q3 2025 | 5 | 0 | 747.36K | $62.49M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.59K | $589,678 | +1 | n/a |
| Q3 2024 | 1 | 0 | 3.02K | $218,904 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.04K | $1.40M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 776.71K | n/a | $63.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 646.27K | n/a | $52.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 626.79K | -12.2% | $51.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 336.74K | n/a | $27.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 275.98K | n/a | $22.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 239.76K | n/a | $19.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 196.35K | n/a | $16.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 100.29K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 70.48K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 68.33K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 64.82K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 63.30K | n/a | $5.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 46.58K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 38.25K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 27.15K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 20.34K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 10.60K | 0.0% | $864,454 | 0.0% | Held | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 9.89K | n/a | $806,793 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 6.08K | Nieuw | $495,966 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 4.76K | n/a | $388,012 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 3.08K | n/a | $251,613 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.35K | +89.5% | $191,972 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.69K | n/a | $137,918 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 844 | -95.3% | $68,902 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 370 | n/a | $30,177 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 249 | n/a | $20,308 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | n/a | $58 | 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
| Citadel Advisors | $495,966 | 0.0% |
Verlaten
| Gotham Asset Management | $311,963 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 123 houders, 7.69M aandelen, $557.22M 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.