Effectdossier · gearchiveerd kwartaal
MORT
naam in afwachting van profielverwerking
32Gevolgde houders
+3Δ houders
5.78MGehouden aandelen
$60.72MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.3% ·
aandelenstroom +21.2% ·
netto nieuwe posities +9.4%
— 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 | 28 | -1 | 7.97M | $82.50M | +3 | −4 |
| Q1 2026 | 30 | -2 | 7.95M | $81.50M | +2 | −4 |
| Q4 2025 | 32 | +3 | 5.78M | $60.72M | +3 | — |
| Q3 2025 | 2 | -1 | 394.00K | $4.24M | — | −1 |
| Q2 2025 | 2 | -1 | 64.43K | $680,407 | — | −1 |
| Q1 2025 | 2 | 0 | 223.05K | $2.49M | — | — |
| Q4 2024 | 2 | 0 | 46.76K | $496,591 | +1 | −1 |
| Q3 2024 | 2 | -1 | 84.78K | $1.02M | — | −1 |
| Q2 2024 | 3 | — | 80.97K | $906,099 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.27M | — | $13.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.21M | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 694.28K | +77.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 694.28K | +77.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 694.28K | +77.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 694.28K | +77.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 642.34K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 642.34K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 642.34K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 638.35K | Nieuw | $6.71M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 265.52K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 250.14K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 153.38K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 133.93K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 66.72K | — | $717,878 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 58.24K | — | $612,079 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 58.24K | — | $612,079 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 58.24K | — | $612,079 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 57.99K | — | $609,507 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 49.04K | — | $515,442 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 41.79K | — | $439,269 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 41.79K | — | $439,269 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 39.41K | Nieuw | $414,147 | 0.0% | New | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 33.40K | — | $351,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 31.94K | — | $335,689 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 31.94K | — | $335,689 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 31.94K | — | $335,689 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 28.40K | — | $298,473 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 26.90K | Nieuw | $282,677 | 0.0% | New | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 19.03K | — | $204,953 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 15.03K | — | $157,913 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 15.03K | — | $157,913 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 13.73K | — | $144,323 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 12.53K | — | $131,737 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 11.93K | — | $125,374 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 3.54K | +9.1% | $37,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 555 | — | $5,833 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 512 | — | $5,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 339 | — | $3,563 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 237 | — | $2,490 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 2 | — | $21 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 1 | — | $11 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 13 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $6.71M | 0.0% |
| Citadel Advisors | $414,147 | 0.0% |
| JPMorgan Chase | $282,677 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 11.88M aandelen, $119.35M 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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