PPT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom -1.7% ·
netto nieuwe posities +3.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 0 | 5.84M | $20.38M | +1 | −1 |
| Q1 2026 | 27 | -3 | 5.84M | $20.71M | +1 | −4 |
| Q4 2025 | 30 | +1 | 6.51M | $23.04M | +1 | n/a |
| Q3 2025 | 2 | n/a | 1.54M | $5.68M | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.58K | $38,197 | n/a | n/a |
| Q4 2024 | 1 | +1 | 30.99K | $110,339 | +1 | n/a |
| Q2 2024 | 1 | n/a | 19.08K | $68,321 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.41M | -8.2% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Allspring Global Investments… | 1.36M | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 1.14M | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 463.28K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Osaic Holdings, Inc. | 209.30K | n/a | $740,762 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 203.42K | n/a | $720,122 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 185.49K | n/a | $657,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 177.26K | n/a | $627,511 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 168.20K | n/a | $595,413 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 155.00K | n/a | $548,704 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Balyasny Asset Management L.P. | 131.68K | n/a | $466,133 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 128.81K | n/a | $455,977 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | LPL Financial LLC | 117.94K | n/a | $417,525 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 113.39K | n/a | $401,420 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 78.57K | n/a | $278,130 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 76.39K | n/a | $270,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 75.41K | n/a | $266,939 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 58.17K | n/a | $205,919 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 47.63K | n/a | $168,610 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 45.30K | n/a | $160,360 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 44.61K | n/a | $157,906 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 41.06K | n/a | $145,370 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 24.88K | n/a | $88,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 17.82K | n/a | $63,074 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 17.64K | Nieuw | $62,460 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 5.60K | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.50K | n/a | $12,390 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.20K | n/a | $11,328 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.59K | -69.8% | $5,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.13K | n/a | $3,997 | 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
| Citadel Advisors | $62,460 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 39.86M aandelen, $37.65M 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.