MDWD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.4% ·
aandelenstroom -0.4% ·
netto nieuwe posities -4.7%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +3 | 2.44M | $35.93M | +4 | −1 |
| Q1 2026 | 36 | -6 | 2.39M | $38.44M | +3 | −9 |
| Q4 2025 | 43 | -2 | 2.23M | $41.17M | +1 | −3 |
| Q3 2025 | 13 | 0 | 1.71M | $30.77M | +1 | −1 |
| Q2 2025 | 10 | +2 | 1.25M | $24.29M | +2 | n/a |
| Q1 2025 | 5 | +1 | 459.79K | $7.14M | +2 | −1 |
| Q4 2024 | 4 | -2 | 278.13K | $4.95M | n/a | −2 |
| Q3 2024 | 5 | +2 | 241.49K | $4.36M | +2 | n/a |
| Q2 2024 | 3 | n/a | 162.14K | $2.52M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 554.50K | -9.8% | $10.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passief) | 455.75K | +12.8% | $8.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | UBS Group AG | 145.06K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (passief) | 124.51K | +10.7% | $2.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 120.10K | +22.8% | $2.22M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Northern Trust Corp | 119.69K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | ARK Investment Management ✦ | 106.40K | +9.8% | $1.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Millennium Management ✦ | 102.13K | -41.8% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 89.64K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 73.95K | +45.2% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | The Vanguard Group ✦ (passief) | 65.30K | +27.8% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Balyasny Asset Management L.P. | 38.15K | n/a | $704,194 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Charles Schwab Investment… | 24.27K | n/a | $448,080 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 21.88K | n/a | $403,813 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 20.18K | n/a | $372,573 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Manufacturers Life Insurance… | 19.53K | n/a | $357,170 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 18.10K | n/a | $334,090 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Squarepoint Ops LLC | 16.10K | n/a | $297,188 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Barclays Plc | 15.28K | n/a | $281,995 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 15.11K | n/a | $278,838 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 11.87K | n/a | $219,046 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.92K | n/a | $201,528 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Rhumbline Advisers | 10.87K | n/a | $200,560 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nuveen, LLC | 10.80K | n/a | $199,350 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 8.36K | n/a | $154,399 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Deutsche Bank Ag\ | 7.97K | n/a | $147,145 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.55K | n/a | $83,919 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.01K | -37.0% | $74,080 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Russell Investments Group, Ltd. | 3.65K | n/a | $67,434 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | New York State Common Retirement… | 3.50K | n/a | $64,610 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.04K | -13.2% | $56,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 2.05K | n/a | $37,898 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Legal & General Group Plc | 1.06K | n/a | $19,660 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | California State Teachers… | 599 | n/a | $11,058 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 366 | n/a | $6,755 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 316 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 227 | n/a | $4,191 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Pnc Financial Services Group, Inc. | 129 | n/a | $2,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Group One Trading Llc | 100 | n/a | $1,846 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Optiver Holding B.V. | 66 | n/a | $1,217 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 57 | n/a | $1,052 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 54 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 8 | n/a | $148 | 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
| Citadel Advisors | $1.65M | 0.0% |
Verlaten
| Point72 Asset Management | $1.10M | was 0.0% |
| Marshall Wace | $372,130 | was 0.0% |
| Goldman Sachs Group | $237,215 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 6.02M aandelen, $84.39M 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.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 1.98K aand · $25,173
Officer · 1.98K aand · $25,976
Officer · 1.86K aand · $24,245
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie