LCTD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.83K | $333,538 | n/a | n/a |
| Q2 2026 | 26 | +3 | 2.37M | $136.48M | +4 | −2 |
| 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 | 881.69K | +2.2% | $48.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 255.74K | +6.5% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 127.74K | -0.5% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 62.08K | +0.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 40.46K | -11.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 36.87K | -17.5% | $2.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Cwm, Llc | 34.41K | +1409.2% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 30.55K | +7.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 30.44K | +21.7% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 27.04K | +17.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Assetmark, Inc | 24.75K | -0.1% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 22.91K | -33.8% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.94K | +0.7% | $770,953 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 10.81K | -1.4% | $597,835 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 9.02K | -9.0% | $498,910 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 6.16K | -3.1% | $340,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2.55K | Nieuw | $141,088 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 1.45K | -7.8% | $80,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 743 | Nieuw | $41,077 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 361 | -2.7% | $19,958 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 336 | -88.3% | $18,580 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 291 | +8.2% | $16,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 164 | 0.0% | $9,067 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 100 | -1.0% | $5,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 6 | Nieuw | $332 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Rockefeller Capital… | $141,088 | 0.0% |
| Fifth Third Bancorp | $41,077 | 0.0% |
| UBS AM, a distinct business… | $332 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.09M | was 0.0% |
| Goldman Sachs Group | $928,400 | was 0.0% |
| Bank Of America Corp /De/ | $11,041 | was 0.0% |
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.