OSEA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -6.5% ·
netto nieuwe posities -5.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -5 | 3.32M | $101.18M | n/a | −6 |
| Q1 2026 | 22 | +2 | 3.38M | $97.53M | +3 | −1 |
| Q4 2025 | 20 | -1 | 3.09M | $93.36M | n/a | −1 |
| Q3 2025 | 3 | 0 | 407.99K | $12.06M | +1 | −1 |
| Q2 2025 | 1 | -1 | 665 | $19,465 | n/a | −1 |
| Q1 2025 | 1 | 0 | 34.83K | $924,081 | n/a | n/a |
| Q4 2024 | 1 | 0 | 28.68K | $741,507 | +1 | −1 |
| Q3 2024 | 1 | 0 | 9.41K | $272,116 | n/a | n/a |
| Q2 2024 | 1 | n/a | 10.96K | $303,237 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 835.22K | n/a | $25.27M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 427.01K | n/a | $12.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Corient Private Wealth LP | 358.08K | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 329.37K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 250.25K | n/a | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 192.95K | -41.4% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 175.50K | n/a | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 97.24K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 92.67K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 59.76K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 58.65K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 52.94K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 36.56K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 34.60K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 32.76K | n/a | $990,874 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 23.56K | n/a | $712,804 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 16.05K | n/a | $485,361 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 11.93K | n/a | $360,825 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | UBS Group AG | 1.20K | n/a | $36,300 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1 | 0.0% | $49 | 0.0% | Held | 2 | 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
| Citadel Advisors | $2.33M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 12.07M aandelen, $344.59M 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.