Effectdossier · gearchiveerd kwartaal
PDO
naam in afwachting van profielverwerking
29Gevolgde houders
-1Δ houders
18.60MGehouden aandelen
$257.40MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +4.0% ·
netto nieuwe posities -3.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 30 | +2 | 20.81M | $275.10M | +4 | −2 |
| Q1 2026 | 29 | 0 | 20.25M | $261.85M | +3 | −3 |
| Q4 2025 | 29 | -1 | 18.60M | $257.40M | — | −1 |
| Q3 2025 | 3 | 0 | 4.70M | $66.35M | — | — |
| Q2 2025 | 1 | — | 14.25K | $192,109 | — | — |
| Q3 2024 | 1 | +1 | 89.93K | $1.27M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.40M | +14.9% | $74.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.40M | +14.9% | $74.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.40M | +14.9% | $74.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.52M | — | $48.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 3.52M | — | $48.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 3.52M | — | $48.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.40M | — | $33.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.40M | — | $33.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.19M | — | $30.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.19M | — | $30.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.19M | — | $30.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 929.25K | — | $12.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 799.98K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 799.98K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 706.01K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 706.01K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 706.01K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 650.44K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 586.05K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 320.81K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 306.50K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 223.93K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 223.93K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 223.93K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 169.45K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 101.33K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | First Trust Advisors Lp | 53.03K | — | $733,893 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 46.66K | — | $645,733 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 44.36K | — | $613,972 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 44.36K | — | $613,972 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 34.02K | — | $470,856 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 20.88K | — | $289,034 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 20.74K | — | $287,039 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 15.94K | — | $220,563 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 13.18K | — | $182,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 11.33K | — | $157,919 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 10.76K | +24359.1% | $148,945 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 10.76K | +24359.1% | $148,945 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 8.03K | — | $111,172 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 8.03K | — | $111,172 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 7.80K | — | $108,030 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 1.90K | — | $26,241 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 500 | — | $6,920 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 1 | — | $14 | 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
| JPMorgan Chase | $28 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 27.83M aandelen, $337.02M 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 verder het vaakst 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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