QDEF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom -0.5% ·
netto nieuwe posities -3.4%
· 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 | 30 | +1 | 4.20M | $365.46M | +1 | n/a |
| Q1 2026 | 29 | 0 | 4.19M | $334.76M | n/a | n/a |
| Q4 2025 | 29 | -1 | 4.14M | $335.16M | n/a | −1 |
| Q3 2025 | 5 | 0 | 131.48K | $10.52M | n/a | n/a |
| Q2 2025 | 2 | -1 | 9.07K | $671,631 | n/a | −1 |
| Q1 2025 | 2 | +1 | 27.06K | $1.89M | +1 | n/a |
| Q4 2024 | 1 | 0 | 8.73K | $613,260 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.18K | $1.44M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.67K | $502,740 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 3.36M | n/a | $272.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 175.60K | n/a | $14.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 83.39K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 70.89K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 69.60K | -0.8% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 67.01K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 46.08K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 40.51K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 30.00K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 23.31K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 21.23K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 18.95K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 18.39K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.77K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 16.81K | -50.5% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Goldman Sachs Group ✦ | 13.42K | -3.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 10.65K | +211.3% | $862,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 9.72K | n/a | $787,269 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Quantinno Capital Management LP | 8.28K | n/a | $670,349 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 8.07K | n/a | $653,185 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Envestnet Asset Management Inc | 6.33K | n/a | $512,579 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 5.78K | n/a | $467,757 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.56K | n/a | $450,350 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 3.92K | n/a | $317,444 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 2.65K | n/a | $214,463 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 1.77K | n/a | $143,056 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 1.75K | n/a | $141,680 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 1.05K | n/a | $84,927 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 322 | n/a | $26,039 | 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 | $804,003 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 4.79M aandelen, $380.20M 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.