Effectdossier · gearchiveerd kwartaal
PSI
naam in afwachting van profielverwerking
40Gevolgde houders
-1Δ houders
3.29MGehouden aandelen
$259.45MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom +8.8% ·
netto nieuwe posities -2.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 600 | $93,798 | +1 | −1 |
| Q2 2026 | 41 | +2 | 2.89M | $541.39M | +5 | −4 |
| Q1 2026 | 41 | +1 | 3.26M | $307.66M | +4 | −3 |
| Q4 2025 | 40 | -1 | 3.29M | $259.45M | n/a | −1 |
| Q3 2025 | 5 | 0 | 261.47K | $18.39M | n/a | n/a |
| Q2 2025 | 2 | +1 | 14.97K | $897,701 | +1 | n/a |
| Q4 2024 | 1 | 0 | 4.01K | $232,259 | n/a | n/a |
| Q3 2024 | 1 | +1 | 39.36K | $2.26M | +1 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 543.24K | n/a | $42.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 516.94K | +114.5% | $40.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 407.49K | n/a | $32.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 285.81K | n/a | $22.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 196.13K | n/a | $15.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 181.38K | n/a | $14.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Captrust Financial Advisors | 177.17K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 132.95K | n/a | $10.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 116.17K | n/a | $9.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 103.45K | n/a | $8.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 85.09K | n/a | $6.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 76.36K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 62.64K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 51.89K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 49.14K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 45.98K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 44.00K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 40.25K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 37.86K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 33.02K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 23.78K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 10.11K | n/a | $797,525 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Mariner, LLC | 10.00K | n/a | $788,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 9.66K | n/a | $762,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 6.19K | n/a | $488,306 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 5.56K | n/a | $438,151 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.65K | n/a | $366,858 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Neuberger Berman Group LLC | 4.32K | n/a | $340,912 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 3.71K | n/a | $326,356 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 4.03K | -12.5% | $317,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.42K | +22.5% | $270,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 3.00K | n/a | $236,580 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.89K | -50.0% | $228,063 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Jane Street Group, Llc | 2.67K | n/a | $210,162 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 2.60K | n/a | $205,430 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 2.60K | n/a | $204,641 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1.99K | n/a | $157,114 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Bank Of Montreal /Can/ | 1.25K | n/a | $98,594 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Us Bancorp \De\ | 229 | n/a | $18,059 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 8 | n/a | $631 | 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
| Goldman Sachs Group | $512,240 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 4.61M aandelen, $424.28M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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