PID
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom -2.3% ·
netto nieuwe posities -2.9%
· 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 | 36 | 0 | 11.38M | $252.82M | +1 | −2 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | n/a | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | n/a | n/a |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | n/a | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | n/a |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | n/a | 31.89K | $571,540 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.14M | +0.1% | $69.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.65M | n/a | $36.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.32M | n/a | $28.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 925.30K | n/a | $20.36M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | UBS Group AG | 886.94K | n/a | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 805.55K | n/a | $17.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 636.29K | n/a | $14.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 298.48K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 280.00K | n/a | $6.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Northwestern Mutual Wealth… | 269.72K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 229.90K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 222.95K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 219.41K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 195.19K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 181.48K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 124.13K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 120.09K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 115.58K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 110.81K | -49.5% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Creative Planning | 107.03K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 87.94K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mml Investors Services, Llc | 61.61K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 45.20K | n/a | $994,359 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 24.24K | n/a | $533,369 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Captrust Financial Advisors | 12.95K | n/a | $284,799 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 8.41K | n/a | $184,640 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 7.88K | -6.9% | $173,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 5.11K | n/a | $112,332 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 4.56K | n/a | $100,320 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 3.39K | n/a | $74,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.88K | n/a | $63,250 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Us Bancorp \De\ | 2.65K | n/a | $58,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Russell Investments Group, Ltd. | 1.93K | n/a | $42,503 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 21 | n/a | $462 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 12 | n/a | $264 | 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
| Citadel Advisors | $3.83M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 156 houders, 17.53M aandelen, $381.93M 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.