Effectdossier · gearchiveerd kwartaal
PDP
naam in afwachting van profielverwerking
41Gevolgde houders
-1Δ houders
4.32MGehouden aandelen
$504.08MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom -3.4% ·
netto nieuwe posities -2.4%
— formule
Brede distributie — dalende aandelen en 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 | 50 | +3 | 4.49M | $680.70M | +5 | −2 |
| Q1 2026 | 48 | +7 | 4.21M | $508.72M | +7 | — |
| Q4 2025 | 41 | -1 | 4.32M | $504.08M | +1 | −2 |
| Q3 2025 | 6 | 0 | 935.96K | $110.50M | +1 | −1 |
| Q2 2025 | 3 | 0 | 32.77K | $3.56M | +1 | −1 |
| Q1 2025 | 1 | 0 | 11.72K | $1.17M | — | — |
| Q4 2024 | 1 | 0 | 8.98K | $966,661 | — | — |
| Q3 2024 | 1 | 0 | 11.90K | $1.23M | — | — |
| Q2 2024 | 1 | — | 3.20K | $313,348 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 688.02K | +0.9% | $80.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 507.69K | — | $59.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 432.07K | — | $50.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 386.84K | — | $45.03M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 350.20K | — | $40.77M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 340.69K | — | $39.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 312.13K | — | $36.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 257.67K | — | $30.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 192.34K | — | $22.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 151.29K | — | $17.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 113.43K | — | $13.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 107.15K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 86.69K | -58.4% | $10.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Envestnet Asset Management Inc | 66.15K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 63.52K | — | $7.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 53.99K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 40.00K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 28.43K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Blair William & Co/Il | 23.91K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 23.17K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 19.53K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 15.97K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 7.97K | — | $928,109 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 7.77K | — | $904,578 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 7.39K | -6.5% | $860,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cwm, Llc | 5.91K | — | $688,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 4.52K | — | $526,613 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cibc World Market Inc. | 4.32K | — | $502,964 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 3.85K | — | $447,603 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.20K | — | $372,027 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Northwestern Mutual Wealth… | 3.12K | — | $363,722 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 3.06K | Nieuw | $355,848 | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 2.60K | — | $302,244 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 2.48K | — | $289,130 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 2.26K | — | $263,395 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 2.21K | — | $256,788 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.72K | — | $199,750 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 843 | — | $98,129 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 490 | — | $57,038 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 252 | — | $29,281 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passief) | 1 | 0.0% | $84 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $355,848 | 0.0% |
Verlaten
| Goldman Sachs Group | $3.27M | was 0.0% |
| Citadel Advisors | $1.20M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 205 houders, 6.02M aandelen, $698.85M 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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