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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.1% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 88 | $1,624 | n/a | n/a |
| Q2 2026 | 25 | -3 | 1.85M | $37.19M | n/a | −3 |
| Q1 2026 | 29 | +2 | 1.88M | $38.64M | +3 | −1 |
| Q4 2025 | 27 | 0 | 2.00M | $48.55M | n/a | n/a |
| Q3 2025 | 3 | 0 | 282.21K | $7.08M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.39K | $630,504 | n/a | n/a |
| Q1 2025 | 1 | 0 | 134.74K | $3.37M | n/a | n/a |
| Q4 2024 | 1 | -1 | 1.40K | $36,104 | n/a | −1 |
| Q3 2024 | 2 | +2 | 12.51K | $384,059 | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 695.04K | n/a | $16.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 232.83K | +0.5% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 227.75K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 153.94K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 126.35K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 121.79K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sei Investments Co | 72.04K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 68.00K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Neuberger Berman Group LLC | 67.15K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 45.92K | -4.7% | $1.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.36K | n/a | $859,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 32.83K | n/a | $798,110 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 24.19K | n/a | $588,167 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 22.74K | n/a | $552,782 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 21.82K | n/a | $530,452 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 17.83K | n/a | $433,541 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 12.45K | n/a | $302,738 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 8.84K | n/a | $214,748 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 3.50K | n/a | $85,158 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.29K | -1.0% | $55,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1.61K | n/a | $39,239 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 1.38K | n/a | $33,440 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 903 | n/a | $21,952 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 200 | n/a | $4,862 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 146 | n/a | $3,549 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 88 | n/a | $2,140 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 69 | n/a | $2,000 | 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): 70 houders, 2.96M aandelen, $60.52M 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.