LDP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.4% · 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 | 21 | -2 | 5.44M | $115.21M | — | −2 |
| Q1 2026 | 24 | 0 | 5.42M | $108.26M | +2 | −2 |
| Q4 2025 | 24 | 0 | 5.38M | $113.94M | — | — |
| Q3 2025 | 1 | — | 1.95M | $42.16M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.38M | — | $29.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 1.38M | — | $29.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 403.95K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 403.95K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 362.07K | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 362.07K | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 234.62K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 234.62K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 183.81K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 183.81K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 158.25K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 147.19K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 142.93K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 70.42K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 70.42K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 69.40K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 69.40K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 56.82K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 54.23K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 54.23K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 41.39K | — | $896,921 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 21.98K | — | $465,359 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 19.91K | — | $421,568 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 15.78K | — | $334,127 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 15.78K | — | $334,127 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 13.82K | — | $292,510 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 11.47K | — | $242,737 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 11.40K | — | $241,338 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 11.20K | — | $237,168 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.08K | — | $44,139 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 2.08K | — | $44,139 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.20K | — | $25,404 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 100 | — | $2,000 | 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): 83 houders, 8.30M aandelen, $164.41M 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.