NVG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.1% · 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 | 79.78K | $843,224 | n/a | −1 |
| Q2 2026 | 40 | +3 | 14.03M | $179.59M | +5 | −3 |
| Q1 2026 | 39 | -2 | 14.35M | $177.01M | +1 | −3 |
| Q4 2025 | 41 | 0 | 14.51M | $183.68M | n/a | n/a |
| Q3 2025 | 3 | -1 | 2.96M | $36.38M | n/a | −1 |
| Q2 2025 | 1 | +1 | 11.56K | $137,899 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.11K | $209,805 | +1 | −1 |
| Q3 2024 | 1 | +1 | 35.90K | $480,634 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.92M | +0.5% | $37.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | UBS Group AG | 2.02M | n/a | $25.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.43M | n/a | $18.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.27M | n/a | $16.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 1.06M | n/a | $13.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 936.39K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Allianz Asset Management GmbH | 470.90K | n/a | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 445.72K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 439.27K | n/a | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 402.48K | n/a | $5.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 369.26K | n/a | $4.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | HighTower Advisors, LLC | 359.68K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 359.38K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 239.20K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 205.32K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 192.15K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 191.03K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Creative Planning | 146.66K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 145.00K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 115.64K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Captrust Financial Advisors | 115.53K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 112.62K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 91.16K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 79.41K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 59.27K | n/a | $750,316 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 52.09K | n/a | $659,410 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Truist Financial Corp | 49.38K | n/a | $625,112 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 49.17K | -0.4% | $622,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 35.85K | n/a | $453,874 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Mercer Global Advisors Inc /Adv | 31.53K | n/a | $399,182 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 25.98K | n/a | $329,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 23.83K | n/a | $301,677 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 17.79K | n/a | $225,196 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Trust Advisors Lp | 15.97K | n/a | $202,218 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 15.54K | n/a | $196,686 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Financial Engines Advisors L.L.C. | 11.20K | n/a | $141,741 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 9.69K | n/a | $122,675 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.52K | n/a | $19,205 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 328 | n/a | $4,152 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 208 | -50.0% | $2,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 0 | n/a | $0 | 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): 251 houders, 31.87M aandelen, $370.69M 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)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Other · 1.00K aand · $12,450
Other · 2.00K aand · $24,920
Other · 2.00K aand · $24,880
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie