NAD
naam in afwachting van profielverwerking
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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.94K | $372,376 | n/a | n/a |
| Q2 2026 | 40 | 0 | 25.19M | $305.30M | +3 | −4 |
| Q1 2026 | 42 | +2 | 25.57M | $294.05M | +3 | −1 |
| Q4 2025 | 40 | 0 | 26.35M | $316.56M | n/a | n/a |
| Q3 2025 | 1 | n/a | 7.13M | $83.38M | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.80K | $124,439 | +1 | n/a |
| Q3 2024 | 1 | +1 | 32.03K | $396,556 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.54M | n/a | $42.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.64M | n/a | $31.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 2.64M | n/a | $31.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.44M | n/a | $29.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.02M | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 953.33K | n/a | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 899.91K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 694.76K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 647.15K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 464.40K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 445.13K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Deutsche Bank Ag\ | 416.38K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 328.55K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 300.65K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 257.22K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Invesco Ltd. | 218.82K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 218.67K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 184.79K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 124.00K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 83.92K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 90.04K | n/a | $947,136 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 78.77K | n/a | $946,832 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 60.95K | n/a | $732,679 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 60.53K | n/a | $723,328 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 37.99K | n/a | $456,693 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.30K | n/a | $448,408 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 37.22K | n/a | $447,432 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 36.66K | n/a | $440,715 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 35.01K | n/a | $420,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 32.62K | n/a | $392,033 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 32.62K | n/a | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 22.84K | n/a | $274,573 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 16.27K | n/a | $195,570 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 14.59K | n/a | $175,338 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 13.33K | n/a | $160,250 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 12.75K | n/a | $153,267 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mml Investors Services, Llc | 10.28K | n/a | $123,516 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 9.56K | n/a | $114,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 453 | n/a | $5,441 | 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): 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.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Other · 4.59K aand @ 10.13 · $46,466
Other · 2.50K aand @ 10.12 · $25,300
Other · 3 aand @ 10.13 · $30
Other · 0 aand @ 10.13 · $4
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
52.5% van klasse · Originele SEC-indiening bekijken ↗
11.8% van klasse · Originele SEC-indiening bekijken ↗
52.3% van klasse · Originele SEC-indiening bekijken ↗
13.5% van klasse · Originele SEC-indiening bekijken ↗