Effectdossier · gearchiveerd kwartaal
LPL
naam in afwachting van profielverwerking
47Gevolgde houders
+1Δ houders
28.21MGehouden aandelen
$118.76MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.2% ·
aandelenstroom +11.7% ·
netto nieuwe posities +2.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 55 | +3 | 69.65M | $270.96M | +7 | −5 |
| Q1 2026 | 54 | +6 | 39.08M | $151.58M | +8 | −2 |
| Q4 2025 | 47 | +1 | 28.21M | $118.76M | +1 | — |
| Q3 2025 | 14 | +3 | 13.96M | $72.88M | +3 | — |
| Q2 2025 | 8 | +4 | 1.03M | $3.53M | +5 | −1 |
| Q1 2025 | 2 | -3 | 737.30K | $2.29M | — | −3 |
| Q4 2024 | 5 | -1 | 774.07K | $2.38M | +1 | −2 |
| Q3 2024 | 5 | +1 | 343.09K | $1.39M | +1 | — |
| Q2 2024 | 4 | — | 494.59K | $2.04M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.69M | +22.8% | $44.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | Dimensional Fund Advisors Lp | 3.68M | — | $15.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Connor, Clark & Lunn Investment… | 2.44M | — | $10.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 2.01M | — | $8.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 1.61M | +7.1% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Corient Private Wealth LP | 991.13K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | State Street Global Advisors ✦ (passief) | 804.27K | +5.1% | $3.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Millennium Management ✦ | 776.35K | +92.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 592.69K | -30.9% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Renaissance Technologies ✦ | 540.10K | -3.0% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 503.20K | +186.2% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 386.16K | Nieuw | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 359.94K | -2.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Rhumbline Advisers | 302.70K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 288.35K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Qube Research & Technologies Ltd | 265.46K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 258.58K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Pnc Financial Services Group, Inc. | 233.19K | — | $981,726 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | JPMorgan Chase ✦ | 170.14K | +5954.8% | $716,285 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 20 | Cerity Partners LLC | 169.41K | — | $713,215 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | BlackRock ✦ (passief) | 160.22K | -9.2% | $674,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 130.84K | +17.1% | $550,815 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Bnp Paribas Financial Markets | 110.82K | — | $466,552 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 97.62K | — | $410,975 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 97.48K | -50.4% | $410,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 97.15K | — | $408,989 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 86.40K | — | $363,761 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of America Corp /De/ | 66.67K | — | $280,697 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | AQR Capital Management ✦ | 61.73K | +68.1% | $259,879 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Sei Investments Co | 38.10K | — | $160,410 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 31.97K | — | $134,585 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 31.23K | -69.2% | $131,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 27.62K | — | $116,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 20.30K | — | $85,467 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Creative Planning | 18.41K | — | $77,503 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 15.90K | — | $66,956 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 12.44K | — | $52,374 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cetera Investment Advisers | 12.27K | — | $51,664 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 10.89K | — | $45,861 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 2.92K | — | $12,288 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 2.51K | — | $10,571 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Group One Trading Llc | 2.04K | — | $8,580 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 1.41K | — | $5,953 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 749 | — | $3,153 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 469 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 390 | — | $1,642 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 183 | — | $769 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $1.63M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 156 houders, 43.83M aandelen, $169.45M 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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