NUBD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +4.1% · 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 | 20.47K | $433,392 | n/a | n/a |
| Q2 2026 | 29 | +1 | 8.13M | $179.98M | +2 | −2 |
| Q1 2026 | 30 | 0 | 7.62M | $169.33M | +1 | −1 |
| Q4 2025 | 30 | 0 | 6.38M | $142.52M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.78M | $39.97M | n/a | n/a |
| Q2 2025 | 2 | 0 | 77.15K | $1.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 146.03K | $3.24M | n/a | n/a |
| Q4 2024 | 1 | 0 | 140.38K | $3.06M | n/a | n/a |
| Q3 2024 | 1 | +1 | 58.37K | $1.33M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.90M | +20.5% | $42.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank of New York Mellon Corp | 1.59M | n/a | $35.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 576.16K | n/a | $12.88M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 474.35K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 315.95K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 258.07K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Assetmark, Inc | 185.68K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 117.06K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 116.73K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 95.76K | -28.5% | $2.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 93.88K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 83.08K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 67.97K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 61.12K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 55.84K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealthfront Advisers LLC | 42.48K | n/a | $949,685 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 38.61K | n/a | $863,031 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 36.51K | n/a | $816,360 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 34.71K | n/a | $776,009 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 33.72K | n/a | $753,850 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 33.37K | n/a | $745,875 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 30.81K | -54.0% | $688,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 27.28K | n/a | $610,708 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.78K | n/a | $598,703 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 23.13K | n/a | $516,981 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 22.78K | n/a | $509,179 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 12.93K | n/a | $289,095 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 9.68K | n/a | $216,396 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 6.62K | n/a | $148,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.01K | -7.0% | $44,839 | 0.0% | ▼ Trim | 3 | 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): 126 houders, 15.01M aandelen, $297.04M 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.