PEO
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.0% · 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 | 30 | +1 | 3.57M | $88.32M | +4 | −4 |
| Q1 2026 | 31 | +4 | 3.33M | $92.43M | +4 | n/a |
| Q4 2025 | 26 | 0 | 3.02M | $65.67M | n/a | n/a |
| Q3 2025 | 3 | 0 | 936.50K | $20.15M | n/a | n/a |
| Q2 2025 | 1 | 0 | 13.31K | $284,435 | n/a | n/a |
| Q1 2025 | 1 | 0 | 13.31K | $303,601 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.31K | $289,359 | n/a | n/a |
| Q3 2024 | 1 | 0 | 27.08K | $628,798 | n/a | n/a |
| Q2 2024 | 1 | n/a | 66.25K | $1.56M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 978.34K | +6.9% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Royal Bank Of Canada | 519.44K | n/a | $11.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Lazard Asset Management Llc | 508.97K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 226.77K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 123.17K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 113.76K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 71.30K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 68.14K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 60.63K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 43.18K | n/a | $938,764 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 42.58K | n/a | $925,736 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 36.44K | n/a | $792,170 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 32.40K | n/a | $704,301 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 31.43K | n/a | $683,286 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 31.27K | n/a | $679,853 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 28.28K | n/a | $614,740 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.01K | n/a | $587,207 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 22.44K | n/a | $488,072 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Allspring Global Investments… | 18.97K | n/a | $412,343 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 13.31K | 0.0% | $289,359 | 0.0% | Held | 7 | SEC ↗ |
| 21 | Jane Street Group, Llc | 9.61K | n/a | $208,835 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 4.39K | n/a | $95,352 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 4.06K | -49.4% | $88,265 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Cwm, Llc | 2.24K | n/a | $49,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.95K | n/a | $42,393 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 82 | n/a | $1,783 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 10.53M aandelen, $286.29M 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.