Effectdossier · gearchiveerd kwartaal
MTBA
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
8.25MGehouden aandelen
$415.89MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 7.65M | $375.61M | +3 | −3 |
| Q1 2026 | 31 | +2 | 8.14M | $402.74M | +6 | −4 |
| Q4 2025 | 29 | 0 | 8.25M | $415.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 363.12K | $18.28M | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.27K | $464,485 | — | — |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | — | — |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | — | — |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | — | — |
| Q2 2024 | 1 | — | 35.33K | $1.78M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.27M | — | $114.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 1.76M | — | $88.50M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.71M | — | $86.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.71M | — | $86.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 561.54K | — | $28.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 351.36K | — | $17.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Tidal Investments LLC | 291.64K | — | $14.70M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 258.99K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 258.99K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 258.99K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 258.99K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 251.93K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 251.93K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 251.93K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 251.93K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 218.03K | — | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 139.84K | -59.7% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 139.84K | -59.7% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 129.15K | — | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 82.55K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | First Manhattan Co. Llc. | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 43.66K | Nieuw | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 31.36K | +94.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 25.76K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 18.75K | — | $945,242 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 11.76K | — | $592,570 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 10.40K | — | $524,318 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cibc World Market Inc. | 9.99K | — | $503,445 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 6.37K | — | $320,850 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 4.80K | — | $242,214 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 4.68K | — | $236,020 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.75K | — | $189,038 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.21K | — | $60,871 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.21K | — | $60,871 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.21K | — | $60,871 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 284 | — | $14,316 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 174 | — | $8,771 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 160 | — | $8,066 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 114 | — | $6,000 | 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
| Citadel Advisors | $2.20M | 0.0% |
Verlaten
| Fidelity (FMR) | $906 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 154 houders, 21.95M aandelen, $1.07B 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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