LEO
naam in afwachting van profielverwerking
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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 3.94M | $25.44M | +4 | −5 |
| Q1 2026 | 30 | -2 | 3.89M | $24.47M | +2 | −4 |
| Q4 2025 | 32 | 0 | 4.12M | $26.20M | n/a | n/a |
| Q3 2025 | 2 | 0 | 577.14K | $3.61M | n/a | n/a |
| Q2 2025 | 1 | +1 | 23.75K | $140,618 | +1 | n/a |
| Q3 2024 | 1 | 0 | 14.63K | $95,228 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.99K | $91,745 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 956.05K | n/a | $6.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 565.47K | +0.4% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 487.30K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Capstone Investment Advisors, Llc | 379.87K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 224.29K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 205.70K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 195.70K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 188.34K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 168.32K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 153.76K | n/a | $977,918 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Jane Street Group, Llc | 82.76K | n/a | $526,354 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 57.15K | n/a | $363,486 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 56.19K | n/a | $357,355 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 52.65K | n/a | $334,859 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Nuveen, LLC | 51.50K | n/a | $327,559 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 44.55K | n/a | $283,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 35.93K | n/a | $228,540 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 30.42K | n/a | $193,485 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 26.74K | n/a | $170,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Rockefeller Capital Management L.P. | 25.00K | n/a | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nomura Holdings Inc | 24.38K | n/a | $155,025 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 18.98K | n/a | $120,733 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 18.20K | n/a | $115,720 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 18.15K | n/a | $115,435 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 13.85K | n/a | $88,101 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 12.19K | -13.1% | $77,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 11.26K | n/a | $71,640 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 5.99K | n/a | $38,090 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 5.50K | n/a | $34,980 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 2.65K | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.20K | n/a | $7,632 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3 | n/a | $19 | 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, 29.01M aandelen, $162.30M 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.