Effectdossier · gearchiveerd kwartaal
NAD
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
26.35MGehouden aandelen
$316.56MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.2% · 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 | 41 | 0 | 25.29M | $306.54M | +3 | −3 |
| Q1 2026 | 42 | +2 | 25.57M | $294.05M | +3 | −1 |
| Q4 2025 | 40 | 0 | 26.35M | $316.56M | — | — |
| Q3 2025 | 1 | — | 7.13M | $83.38M | — | — |
| Q1 2025 | 1 | +1 | 10.80K | $124,439 | +1 | — |
| Q3 2024 | 1 | +1 | 32.03K | $396,556 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.54M | — | $42.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 3.54M | — | $42.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.64M | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.64M | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.64M | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.64M | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 2.64M | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.44M | — | $29.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.44M | — | $29.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.44M | — | $29.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.02M | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 953.33K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 899.91K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 899.91K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 899.91K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 899.91K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 694.76K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 694.76K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 694.76K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 647.15K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 464.40K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 445.13K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Deutsche Bank Ag\ | 416.38K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 328.55K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Allianz Asset Management GmbH | 300.65K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 257.22K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 257.22K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Invesco Ltd. | 218.82K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 218.67K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 184.79K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 184.79K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 124.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 124.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 83.92K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 83.92K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 83.92K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 90.04K | — | $947,136 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 90.04K | — | $947,136 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 78.77K | — | $946,832 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 60.95K | — | $732,679 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Focus Partners Wealth | 60.53K | — | $723,328 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 37.99K | — | $456,693 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 37.30K | — | $448,408 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 37.22K | — | $447,432 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 36.66K | — | $440,715 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 35.01K | — | $420,789 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 35.01K | — | $420,789 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Truist Financial Corp | 32.62K | — | $392,033 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Truist Financial Corp | 32.62K | — | $392,033 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cwm, Llc | 32.62K | — | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Brown Advisory Inc | 22.84K | — | $274,573 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 16.27K | — | $195,570 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Creative Planning | 14.59K | — | $175,338 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | First Trust Advisors Lp | 13.33K | — | $160,250 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 12.75K | — | $153,267 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 12.75K | — | $153,267 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Mml Investors Services, Llc | 10.28K | — | $123,516 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Fifth Third Bancorp | 9.56K | — | $114,947 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Assetmark, Inc | 453 | — | $5,441 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 282 houders, 45.06M aandelen, $502.41M 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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