LVHD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.8% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 14.56K | $607,217 | +1 | n/a |
| Q2 2026 | 36 | 0 | 4.96M | $218.55M | +2 | −2 |
| Q1 2026 | 37 | +4 | 5.45M | $232.12M | +6 | −2 |
| Q4 2025 | 33 | 0 | 5.38M | $214.52M | n/a | n/a |
| Q3 2025 | 5 | +1 | 1.25M | $51.71M | +1 | n/a |
| Q2 2025 | 1 | n/a | 1.80K | $71,879 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.23K | $622,775 | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.62K | $1.82M | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.76K | $958,582 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | +1.1% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Financial Engines Advisors L.L.C. | 999.97K | n/a | $39.88M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 747.79K | n/a | $29.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 596.75K | n/a | $23.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 410.29K | n/a | $16.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 255.93K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 219.64K | n/a | $8.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 181.32K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 169.19K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 165.04K | n/a | $6.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Jones Financial Companies Lllp | 83.52K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 74.65K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 56.35K | -54.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 47.06K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 46.89K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 40.36K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 35.61K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 31.39K | -47.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Envestnet Asset Management Inc | 28.32K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 26.20K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 24.38K | n/a | $972,473 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 17.36K | n/a | $692,158 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citigroup Inc | 16.09K | n/a | $641,681 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.69K | -54.0% | $466,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.93K | n/a | $435,822 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 10.23K | n/a | $407,836 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 8.80K | n/a | $352,484 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 7.45K | n/a | $296,928 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.68K | -6.0% | $67,093 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.28K | n/a | $50,988 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 571 | n/a | $22,772 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 213 | n/a | $8,495 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 14 | n/a | $558 | 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): 115 houders, 7.03M aandelen, $294.75M 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.