Effectdossier · gearchiveerd kwartaal
NUMG
naam in afwachting van profielverwerking
41Gevolgde houders
+1Δ houders
4.96MGehouden aandelen
$236.89MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom +1.1% ·
netto nieuwe posities +2.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
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 | 38 | +2 | 4.28M | $200.77M | +4 | −3 |
| Q1 2026 | 38 | -3 | 4.65M | $190.79M | +1 | −4 |
| Q4 2025 | 41 | +1 | 4.96M | $236.89M | +1 | n/a |
| Q3 2025 | 5 | +1 | 1.21M | $58.78M | +1 | n/a |
| Q2 2025 | 1 | n/a | 262 | $12,696 | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.85K | $466,456 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.36K | $240,325 | n/a | n/a |
| Q2 2024 | 1 | n/a | 36.94K | $1.54M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.17M | +3.8% | $55.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 775.54K | n/a | $37.03M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Royal Bank Of Canada | 511.60K | n/a | $24.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank of New York Mellon Corp | 463.18K | n/a | $22.11M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 5 | LPL Financial LLC | 458.82K | n/a | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 293.88K | n/a | $14.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 231.20K | n/a | $11.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 192.33K | n/a | $9.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 125.68K | n/a | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 105.34K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 81.99K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Creative Planning | 77.45K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 72.57K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 57.79K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 42.39K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Pnc Financial Services Group, Inc. | 39.30K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 34.65K | +7.1% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 32.40K | Nieuw | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 27.04K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 19.95K | -56.5% | $952,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 17.86K | n/a | $868,768 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 17.70K | n/a | $844,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 16.20K | n/a | $800,355 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 14.89K | n/a | $705,997 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 12.26K | n/a | $585,341 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Mercer Global Advisors Inc /Adv | 9.59K | n/a | $457,690 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 9.26K | n/a | $442,017 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 8.19K | n/a | $391,194 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 8.11K | n/a | $387,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 7.70K | n/a | $367,621 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 7.57K | +36.2% | $361,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 7.04K | n/a | $335,872 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 5.15K | n/a | $245,890 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.52K | n/a | $168,281 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.76K | n/a | $131,771 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.35K | n/a | $64,262 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.18K | -7.0% | $56,094 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.14K | n/a | $54,570 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 913 | n/a | $43,589 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 134 | n/a | $6,398 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1 | n/a | $48 | 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
| Two Sigma Investments | $1.55M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 133 houders, 5.98M aandelen, $242.87M 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 het vaakst nog meer 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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