Effectdossier · gearchiveerd kwartaal
LGLV
naam in afwachting van profielverwerking
38Gevolgde houders
0Δ houders
2.88MGehouden aandelen
$506.22MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.2% · 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 | 36 | -6 | 1.04M | $189.13M | +2 | −8 |
| Q1 2026 | 43 | +5 | 3.04M | $541.93M | +6 | −1 |
| Q4 2025 | 38 | 0 | 2.88M | $506.22M | — | — |
| Q3 2025 | 10 | 0 | 435.87K | $77.66M | — | — |
| Q2 2025 | 7 | +2 | 198.13K | $34.60M | +2 | — |
| Q1 2025 | 3 | 0 | 118.60K | $20.64M | +1 | −1 |
| Q4 2024 | 3 | +1 | 251.14K | $41.49M | +1 | — |
| Q3 2024 | 1 | 0 | 2.38K | $402,090 | — | — |
| Q2 2024 | 1 | — | 10.01K | $1.53M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.80M | — | $316.76M | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 192.72K | — | $33.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 192.72K | — | $33.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 192.72K | — | $33.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 183.96K | — | $32.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 166.96K | +0.5% | $29.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 166.96K | +0.5% | $29.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 93.55K | — | $16.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 93.55K | — | $16.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 88.68K | +27.6% | $15.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 61.78K | +474.8% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passief) | 53.86K | -34.7% | $9.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 44.89K | -43.6% | $7.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 44.89K | -43.6% | $7.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 44.89K | -43.6% | $7.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 44.89K | -43.6% | $7.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Sei Investments Co | 26.59K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 20.03K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 16.62K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 16.62K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 15.96K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 12.70K | -28.2% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 12.53K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 11.95K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 11.95K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 11.40K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 11.40K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 11.40K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 10.05K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Daiwa Securities Group Inc. | 8.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 8.28K | +46.9% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 5.51K | — | $967,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 5.51K | — | $967,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 5.40K | — | $947,336 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.61K | — | $809,036 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 3.64K | — | $639,816 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 3.19K | — | $559,589 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.83K | — | $496,703 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 2.63K | — | $462,627 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.35K | -1.4% | $412,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 2.35K | — | $412,068 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 1.78K | — | $313,392 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 1.61K | — | $282,843 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 1.23K | -17.0% | $215,424 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 191 | 0.0% | $33,534 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 110 | — | $19,313 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 68 | — | $11,891 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 65 | — | $11,412 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 16 | — | $2,780 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citigroup Inc | 1 | — | $176 | 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): 190 houders, 5.32M aandelen, $943.22M 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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