NAC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +11.4% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -1 | 14.97M | $181.49M | +1 | −2 |
| Q1 2026 | 30 | +4 | 14.17M | $165.07M | +5 | −1 |
| Q4 2025 | 25 | 0 | 13.47M | $159.04M | n/a | n/a |
| Q3 2025 | 1 | -1 | 3.76M | $43.25M | n/a | −1 |
| Q2 2025 | 1 | 0 | 17.65K | $197,195 | +1 | −1 |
| Q1 2025 | 1 | +1 | 61.03K | $685,966 | +1 | n/a |
| Q3 2024 | 1 | +1 | 51.23K | $609,113 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.14M | +36.6% | $60.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.99M | n/a | $23.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Rockefeller Capital Management L.P. | 1.19M | n/a | $14.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 1.11M | n/a | $13.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 834.86K | n/a | $9.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 559.96K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 544.09K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Allianz Asset Management GmbH | 475.88K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 413.68K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 241.63K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 185.97K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 164.46K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 84.09K | n/a | $993,078 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 83.69K | n/a | $988,373 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 81.14K | n/a | $958,241 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 66.24K | n/a | $782,265 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 61.06K | n/a | $721,156 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 59.63K | n/a | $704,184 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cerity Partners LLC | 48.54K | n/a | $573,269 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 47.18K | n/a | $558,096 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | HighTower Advisors, LLC | 34.10K | n/a | $402,692 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 21.27K | n/a | $251,151 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 15.27K | n/a | $180,291 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 4.40K | n/a | $51,964 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Cwm, Llc | 1.98K | n/a | $23,000 | 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): 128 houders, 24.08M aandelen, $277.85M 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.