Effectdossier · gearchiveerd kwartaal
LEO
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
4.12MGehouden aandelen
$26.20MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom 0.0% · netto nieuwe posities 0.0% — formule
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 | 29 | 0 | 3.96M | $25.59M | +4 | −4 |
| Q1 2026 | 30 | -2 | 3.89M | $24.47M | +2 | −4 |
| Q4 2025 | 32 | 0 | 4.12M | $26.20M | — | — |
| Q3 2025 | 2 | 0 | 577.14K | $3.61M | — | — |
| Q2 2025 | 1 | +1 | 23.75K | $140,618 | +1 | — |
| Q3 2024 | 1 | 0 | 14.63K | $95,228 | — | — |
| Q2 2024 | 1 | — | 14.99K | $91,745 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 956.05K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 956.05K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 565.47K | +0.4% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 565.47K | +0.4% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Allspring Global Investments… | 487.30K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 379.87K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 224.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 205.70K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 195.70K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 195.70K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 188.34K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 168.32K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 153.76K | — | $977,918 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 153.76K | — | $977,918 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 153.76K | — | $977,918 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 82.76K | — | $526,354 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 57.15K | — | $363,486 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 56.19K | — | $357,355 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 52.65K | — | $334,859 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nuveen, LLC | 51.50K | — | $327,559 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 44.55K | — | $283,310 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 44.55K | — | $283,310 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 35.93K | — | $228,540 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 30.42K | — | $193,485 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 30.42K | — | $193,485 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 26.74K | — | $170,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 26.74K | — | $170,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 26.74K | — | $170,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 25.00K | — | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Nomura Holdings Inc | 24.38K | — | $155,025 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 18.98K | — | $120,733 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 18.20K | — | $115,720 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 18.15K | — | $115,435 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cetera Investment Advisers | 13.85K | — | $88,101 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 12.19K | -13.1% | $77,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 11.26K | — | $71,640 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 5.99K | — | $38,090 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 5.99K | — | $38,090 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 5.50K | — | $34,980 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 2.65K | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 1.20K | — | $7,632 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 3 | — | $19 | 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): 96 houders, 29.01M aandelen, $162.30M 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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