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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +6 | 7.06M | $292.29M | +7 | −1 |
| Q1 2026 | 26 | -4 | 6.48M | $256.31M | +2 | −6 |
| Q4 2025 | 30 | 0 | 6.06M | $237.23M | — | — |
| Q3 2025 | 3 | +1 | 39.53K | $1.52M | +1 | — |
| Q1 2025 | 2 | 0 | 24.68K | $880,125 | — | — |
| Q4 2024 | 2 | 0 | 35.81K | $1.31M | — | — |
| Q3 2024 | 2 | +1 | 30.95K | $1.11M | +1 | — |
| Q2 2024 | 1 | — | 31.78K | $1.10M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 2.21M | — | $86.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 725.52K | — | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 725.52K | — | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 725.52K | — | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 315.62K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 311.94K | — | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 296.44K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 292.65K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 292.63K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 292.63K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 283.18K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 270.70K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 266.35K | — | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Blair William & Co/Il | 259.24K | — | $10.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 177.94K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 143.37K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 58.14K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 42.05K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 26.31K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 19.08K | -47.5% | $746,331 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 14.76K | — | $577,450 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 14.13K | — | $552,883 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 11.97K | — | $468,188 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 10.29K | — | $402,701 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 5.28K | — | $206,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 5.22K | — | $204,089 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Barclays Plc | 2.34K | — | $91,580 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.12K | +7.9% | $82,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.12K | +7.9% | $82,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.26K | 0.0% | $49,448 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 852 | — | $33,330 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 569 | — | $22,259 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 290 | — | $11,345 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 9 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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): 217 houders, 16.17M aandelen, $551.46M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.