LRGE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom -0.8% ·
netto nieuwe posities -3.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.82K | $349,784 | n/a | n/a |
| Q2 2026 | 29 | +1 | 2.30M | $196.78M | +3 | −2 |
| Q1 2026 | 29 | -1 | 2.45M | $184.16M | +1 | −2 |
| Q4 2025 | 30 | -1 | 2.28M | $187.44M | n/a | −1 |
| Q3 2025 | 6 | 0 | 390.46K | $32.55M | n/a | n/a |
| Q2 2025 | 3 | +1 | 45.38K | $3.60M | +1 | n/a |
| Q1 2025 | 1 | +1 | 30.44K | $2.12M | +1 | n/a |
| Q3 2024 | 1 | 0 | 34.02K | $2.48M | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.83K | $407,239 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 390.33K | n/a | $32.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 374.26K | n/a | $30.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 357.06K | -1.7% | $29.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 280.33K | n/a | $23.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 212.39K | n/a | $17.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 146.60K | n/a | $12.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 110.45K | n/a | $9.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 88.20K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 84.07K | n/a | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 45.44K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 39.78K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 39.17K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 19.97K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 19.51K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 12.58K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 11.20K | +36.6% | $922,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.46K | n/a | $778,985 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.94K | n/a | $489,436 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 5.61K | n/a | $461,499 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 5.36K | n/a | $441,806 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 4.20K | n/a | $350,890 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 4.05K | n/a | $333,674 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 2.92K | 0.0% | $240,424 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 2.84K | n/a | $234,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 2.35K | n/a | $193,580 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.40K | -50.6% | $115,108 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Assetmark, Inc | 395 | n/a | $32,523 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 348 | n/a | $28,653 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 193 | n/a | $15,856 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 43 | 0.0% | $3,572 | 0.0% | Held | 3 | 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
| Citadel Advisors | $1.10M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 80 houders, 3.58M aandelen, $266.41M 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.