KBWP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -12.2% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 390.18K | $49.46M | +4 | −4 |
| Q1 2026 | 25 | +4 | 509.12K | $60.58M | +4 | — |
| Q4 2025 | 21 | 0 | 585.83K | $74.57M | — | — |
| Q3 2025 | 6 | +1 | 216.00K | $26.71M | +1 | — |
| Q2 2025 | 3 | 0 | 31.02K | $3.81M | +1 | −1 |
| Q1 2025 | 2 | -1 | 7.19K | $895,553 | — | −1 |
| Q4 2024 | 3 | +1 | 27.95K | $3.24M | +1 | — |
| Q3 2024 | 2 | 0 | 29.98K | $3.46M | +1 | −1 |
| Q2 2024 | 2 | — | 21.04K | $2.16M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 226.34K | — | $28.81M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 53.72K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 45.90K | +12.8% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 44.62K | +179.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 30.19K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 30.19K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 28.09K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 27.50K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 25.11K | -80.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 25.11K | -80.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 19.71K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 17.90K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 17.90K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 17.00K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 14.13K | -46.2% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 12.90K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 6.23K | — | $793,309 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.82K | — | $741,231 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 5.82K | — | $741,231 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 3.18K | 0.0% | $404,547 | 0.0% | Held | 7 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 3.02K | — | $384,791 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 2.75K | — | $350,319 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.66K | +30.1% | $211,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 70 | — | $8,911 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | — | $97 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 58 houders, 968.54K aandelen, $114.50M 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.