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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
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 823.77K | n/a | $29.31M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 406.64K | +7.2% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 235.69K | n/a | $8.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 202.87K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 161.55K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 140.76K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 102.65K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 83.02K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 77.36K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 58.14K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 53.30K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 45.19K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 33.16K | -49.8% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 29.80K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 28.99K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 23.08K | n/a | $821,151 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 20.91K | n/a | $744,120 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 9.78K | n/a | $347,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 8.75K | n/a | $311,362 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 8.62K | n/a | $307,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Us Bancorp \De\ | 4.77K | n/a | $169,618 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 1.76K | +9.1% | $62,509 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cwm, Llc | 1.50K | n/a | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 315 | n/a | $11,208 | 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): 118 houders, 6.86M aandelen, $232.25M 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.