PRN
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -13.2% · 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 | +3 | 640.77K | $166.98M | +5 | −3 |
| Q1 2026 | 28 | 0 | 595.79K | $115.89M | +2 | −2 |
| Q4 2025 | 28 | 0 | 669.31K | $116.86M | — | — |
| Q3 2025 | 6 | -1 | 217.33K | $37.55M | — | −1 |
| Q2 2025 | 4 | +2 | 31.60K | $4.96M | +2 | — |
| Q1 2025 | 1 | 0 | 6.71K | $923,621 | — | — |
| Q4 2024 | 1 | +1 | 7.16K | $1.10M | +1 | — |
| Q2 2024 | 1 | — | 7.37K | $982,995 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 124.45K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 105.85K | -39.4% | $18.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 92.17K | — | $16.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 77.92K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 65.71K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 29.94K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 29.29K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 29.11K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 20.83K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 19.74K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 15.25K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 14.31K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 13.19K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 5.01K | — | $875,014 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 4.80K | — | $838,197 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 4.75K | — | $828,887 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 4.27K | -85.5% | $745,265 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Cibc World Market Inc. | 3.67K | — | $640,359 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 2.43K | -8.0% | $424,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.98K | — | $345,320 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 1.48K | -80.7% | $257,674 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Stifel Financial Corp | 1.25K | — | $218,044 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.15K | -50.0% | $200,801 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Fidelity (FMR) ✦ | 526 | 0.0% | $91,781 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 100 | — | $17,458 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Belvedere Trading LLC | 100 | — | $17,458 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 22 | — | $3,841 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 15 | — | $2,619 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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): 83 houders, 908.13K aandelen, $168.51M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.