Effectdossier · gearchiveerd kwartaal
NYF
naam in afwachting van profielverwerking
43Gevolgde houders
+1Δ houders
4.95MGehouden aandelen
$264.80MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.4% ·
aandelenstroom +1.0% ·
netto nieuwe posities +2.3%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 231.56K | $11.66M | n/a | −1 |
| Q2 2026 | 42 | -2 | 5.56M | $299.59M | +1 | −4 |
| Q1 2026 | 46 | +3 | 5.57M | $295.90M | +4 | −1 |
| Q4 2025 | 43 | +1 | 4.95M | $264.80M | +1 | n/a |
| Q3 2025 | 4 | -1 | 1.18M | $62.74M | n/a | −1 |
| Q2 2025 | 2 | +1 | 419.88K | $21.89M | +1 | n/a |
| Q4 2024 | 1 | +1 | 8.63K | $459,342 | +1 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 676.13K | n/a | $36.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Hsbc Holdings Plc | 646.17K | n/a | $34.58M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 3 | HighTower Advisors, LLC | 551.68K | n/a | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 546.63K | +11.1% | $29.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 474.60K | +8.4% | $25.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 216.27K | n/a | $11.57M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 206.94K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 174.91K | -4.4% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 154.09K | n/a | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 151.14K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 115.79K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Alliancebernstein L.P. | 99.47K | n/a | $5.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 86.96K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 84.68K | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 80.41K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 79.07K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Creative Planning | 70.26K | n/a | $3.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 68.74K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 51.03K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 44.72K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Cerity Partners LLC | 39.60K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 38.68K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 34.01K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 25.03K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 24.64K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 23.08K | -63.7% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 21.86K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 21.14K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Empower Advisory Group, LLC | 18.91K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 16.55K | n/a | $885,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Sei Investments Co | 15.58K | n/a | $833,738 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 14.50K | n/a | $775,788 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 14.24K | n/a | $765,133 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 11.71K | n/a | $626,314 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Royal Bank Of Canada | 10.91K | n/a | $584,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Jones Financial Companies Lllp | 10.25K | n/a | $548,497 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 6.64K | n/a | $355,403 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 5.95K | n/a | $318,171 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Baird Financial Group, Inc. | 5.80K | n/a | $310,519 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 5.22K | Nieuw | $279,215 | 0.0% | New | 1 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 2.86K | n/a | $153,199 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.50K | n/a | $80,266 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Qube Research & Technologies Ltd | 144 | n/a | $7,705 | 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
| Citadel Advisors | $279,215 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 207 houders, 12.80M aandelen, $667.48M 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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