LCTU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -8.8% · 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 | 28.27K | $2.34M | n/a | n/a |
| Q2 2026 | 27 | +1 | 7.24M | $580.17M | +4 | −4 |
| Q1 2026 | 28 | 0 | 7.68M | $537.34M | +3 | −3 |
| Q4 2025 | 28 | 0 | 8.10M | $600.37M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.58M | $114.77M | +1 | −1 |
| Q2 2025 | 2 | 0 | 7.88K | $529,902 | n/a | n/a |
| Q1 2025 | 1 | +1 | 21.74K | $1.32M | +1 | n/a |
| Q3 2024 | 1 | +1 | 22.25K | $1.40M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.75M | n/a | $352.02M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.22M | n/a | $90.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 785.97K | -49.9% | $58.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 321.36K | n/a | $23.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 268.19K | n/a | $19.87M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 253.03K | n/a | $18.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 124.13K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 90.27K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 57.31K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 45.07K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.68K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cerity Partners LLC | 31.98K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 25.24K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 22.32K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 12.96K | n/a | $960,170 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 11.03K | n/a | $817,445 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mercer Global Advisors Inc /Adv | 8.03K | n/a | $595,024 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 7.39K | n/a | $547,236 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 5.57K | +3.1% | $412,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 5.45K | n/a | $403,539 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 4.18K | 0.0% | $309,922 | 0.0% | Held | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 2.05K | -0.3% | $152,035 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.35K | -12.1% | $100,393 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Pnc Financial Services Group, Inc. | 1.32K | n/a | $97,546 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 982 | n/a | $72,756 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 739 | n/a | $54,753 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 362 | n/a | $26,821 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 325 | n/a | $24,080 | 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): 194 houders, 15.92M aandelen, $1.06B 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.