Effectdossier · gearchiveerd kwartaal
LPA
naam in afwachting van profielverwerking
26Gevolgde houders
0Δ houders
674.66KGehouden aandelen
$1.84MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 | 17 | -4 | 577.30K | $1.94M | +5 | −9 |
| Q1 2026 | 22 | -3 | 661.02K | $2.18M | — | −3 |
| Q4 2025 | 26 | 0 | 674.66K | $1.84M | — | — |
| Q3 2025 | 7 | -1 | 138.61K | $645,912 | — | −1 |
| Q2 2025 | 6 | +2 | 129.83K | $886,759 | +3 | −1 |
| Q1 2025 | 1 | +1 | 13.52K | $120,634 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 233.32K | — | $636,964 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cerity Partners LLC | 233.32K | — | $636,964 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passief) | 202.53K | +1037.8% | $552,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 40.56K | -0.3% | $110,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passief) | 40.56K | -0.3% | $110,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 19.64K | — | $53,617 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 19.64K | — | $53,617 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passief) | 18.80K | +3.6% | $51,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passief) | 18.80K | +3.6% | $51,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 17.17K | — | $46,869 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 17.17K | — | $46,869 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | New York State Common Retirement… | 11.53K | — | $31,480 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 7.87K | +697.7% | $21,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rhumbline Advisers | 5.43K | — | $14,819 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 5.13K | — | $14,013 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 4.84K | — | $13,222 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 4.84K | — | $13,222 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 3.54K | — | $9,653 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 3.54K | — | $9,653 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 2.75K | — | $7,505 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.49K | — | $4,068 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 749 | — | $2,045 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 361 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Legal & General Group Plc | 324 | — | $873 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | California State Teachers… | 214 | — | $584 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 150 | — | $409 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 85 | — | $232 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 85 | — | $232 | 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): 41 houders, 686.00K aandelen, $2.26M 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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