Effectdossier · gearchiveerd kwartaal
MOO
naam in afwachting van profielverwerking
46Gevolgde houders
-3Δ houders
2.05MGehouden aandelen
$149.28MGerapporteerde waarde
+0Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.1% ·
aandelenstroom -6.5% ·
netto nieuwe posities -6.5%
· formule
Brede distributie: dalende aandelen en minder 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 | 46 | -4 | 2.51M | $199.13M | +3 | −8 |
| Q1 2026 | 52 | +6 | 2.91M | $246.24M | +10 | −4 |
| Q4 2025 | 46 | -3 | 2.05M | $149.28M | n/a | −3 |
| Q3 2025 | 8 | +1 | 434.27K | $31.90M | +1 | n/a |
| Q2 2025 | 4 | 0 | 18.47K | $1.36M | n/a | n/a |
| Q1 2025 | 2 | -1 | 41.28K | $2.80M | n/a | −1 |
| Q4 2024 | 3 | -1 | 18.41K | $1.19M | n/a | −1 |
| Q3 2024 | 3 | 0 | 59.99K | $4.53M | n/a | n/a |
| Q2 2024 | 3 | n/a | 167.57K | $11.75M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 594.78K | n/a | $43.29M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 269.16K | -7.6% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 215.97K | n/a | $15.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | UBS Group AG | 159.92K | n/a | $11.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 140.14K | n/a | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Tidal Investments LLC | 114.74K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 89.54K | n/a | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 45.68K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 41.38K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 36.13K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Daiwa Securities Group Inc. | 34.65K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 29.65K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Raymond James Financial Inc | 29.38K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 26.59K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 23.91K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 20.21K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.68K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 17.00K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 16.72K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 15.85K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | Corient Private Wealth LP | 14.15K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | HighTower Advisors, LLC | 13.25K | n/a | $964,472 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 12.66K | n/a | $921,352 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 10.54K | -61.2% | $767,011 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Wealth Enhancement Advisory… | 5.81K | n/a | $431,145 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 5.20K | n/a | $378,435 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Franklin Resources Inc | 5.04K | n/a | $366,644 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Cerity Partners LLC | 4.89K | n/a | $355,969 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passief) | 4.70K | -31.9% | $342,113 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Captrust Financial Advisors | 4.51K | n/a | $328,182 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 4.29K | n/a | $311,960 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 3.96K | n/a | $288,612 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 3.88K | 0.0% | $282,401 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.30K | n/a | $240,187 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 3.24K | n/a | $235,735 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 3.03K | n/a | $220,759 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 2.85K | n/a | $207,604 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.64K | +36.3% | $192,308 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 2.03K | n/a | $147,799 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 527 | n/a | $38,360 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Cwm, Llc | 412 | n/a | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 250 | n/a | $18,199 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Barclays Plc | 230 | n/a | $16,742 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 102 | n/a | $7,425 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Nomura Asset Management Co Ltd | 100 | n/a | $7,279 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 3 | n/a | $218 | 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
| Citadel Advisors | $5.07M | was 0.0% |
| Goldman Sachs Group | $2.16M | was 0.0% |
| Two Sigma Investments | $335,667 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 195 houders, 4.62M aandelen, $387.49M 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 het vaakst nog meer 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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