LCTD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -10.5% · 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 | 5.83K | $333,538 | n/a | n/a |
| Q2 2026 | 27 | +3 | 2.38M | $136.87M | +4 | −1 |
| Q1 2026 | 25 | 0 | 1.62M | $89.38M | +3 | −3 |
| Q4 2025 | 25 | 0 | 1.61M | $87.75M | n/a | n/a |
| Q3 2025 | 5 | 0 | 381.37K | $20.32M | n/a | n/a |
| Q2 2025 | 2 | 0 | 18.91K | $961,953 | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.16K | $423,239 | n/a | n/a |
| Q4 2024 | 1 | +1 | 46.15K | $2.01M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.20K | $277,742 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 863.00K | n/a | $47.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 240.24K | n/a | $13.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 128.40K | -60.6% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 61.76K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 45.63K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 44.70K | +78.0% | $2.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 34.59K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 28.34K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 25.02K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Assetmark, Inc | 24.77K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 23.09K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 19.91K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 16.98K | -33.0% | $928,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.85K | n/a | $757,289 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank of New York Mellon Corp | 10.96K | n/a | $599,335 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 9.91K | n/a | $541,810 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 6.35K | n/a | $347,084 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.88K | -35.0% | $157,148 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 2.28K | n/a | $125,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.58K | n/a | $86,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | BlackRock ✦ (passief) | 371 | -23.7% | $20,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 269 | n/a | $14,713 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 202 | n/a | $11,041 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 164 | n/a | $8,964 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 101 | n/a | $5,518 | 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): 96 houders, 2.26M aandelen, $112.07M 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.