Effectdossier · gearchiveerd kwartaal
KOMP
State Street SPDR S&P Kensho New Economies Composite ETF · Financial Services · Asset Management - Global
35Gevolgde houders
+2Δ houders
31.47MGehouden aandelen
$1.88BGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom -0.1% ·
netto nieuwe posities +5.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +1 | 29.92M | $2.14B | +2 | −1 |
| Q1 2026 | 39 | +4 | 31.36M | $1.83B | +6 | −2 |
| Q4 2025 | 35 | +2 | 31.47M | $1.88B | +2 | — |
| Q3 2025 | 4 | 0 | 316.15K | $19.68M | +1 | −1 |
| Q2 2025 | 2 | 0 | 20.05K | $1.09M | — | — |
| Q1 2025 | 1 | -2 | 21.97K | $1.02M | — | −2 |
| Q4 2024 | 3 | 0 | 55.11K | $2.80M | +2 | −2 |
| Q3 2024 | 3 | 0 | 42.71K | $2.11M | — | — |
| Q2 2024 | 3 | — | 78.36K | $3.61M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 29.82M | — | $1.78B | 3.4% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 246.05K | -20.1% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 246.05K | -20.1% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 225.88K | — | $13.49M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 166.87K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 156.77K | — | $9.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 142.54K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 142.54K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 102.69K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 102.69K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 98.25K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 98.25K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 90.44K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 90.44K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 90.44K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 69.58K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 61.20K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 38.02K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 35.51K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 30.00K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 28.46K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 27.30K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 18.52K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 16.77K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 14.76K | — | $882,027 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 14.76K | — | $882,027 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 14.01K | — | $836,757 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 12.29K | Nieuw | $733,903 | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS Group AG | 12.14K | — | $725,420 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 12.14K | — | $725,420 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 9.68K | — | $577,888 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 9.68K | — | $577,888 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 9.40K | +29.4% | $561,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 8.88K | — | $530,290 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 5.09K | — | $304,265 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 4.60K | — | $274,698 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 4.60K | — | $274,698 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 3.89K | +674.2% | $232,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 3.89K | +674.2% | $232,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 3.28K | — | $209,914 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.64K | — | $97,718 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.64K | — | $97,718 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 800 | — | $47,784 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 321 | — | $19,173 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 204 | -13.6% | $12,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 139 | — | $8,302 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 58 | — | $3,464 | 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
| Goldman Sachs Group | $1.00M | 0.0% |
| Citadel Advisors | $733,903 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 151 houders, 35.25M aandelen, $1.97B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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