Effectdossier · gearchiveerd kwartaal
QQQE
naam in afwachting van profielverwerking
44Gevolgde houders
0Δ houders
3.25MGehouden aandelen
$332.22MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -9.3% · netto nieuwe posities 0.0% · formule
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 | 2 | 0 | 6.64K | $802,310 | n/a | −1 |
| Q2 2026 | 47 | +1 | 3.26M | $396.91M | +5 | −5 |
| Q1 2026 | 48 | +4 | 3.73M | $367.63M | +13 | −9 |
| Q4 2025 | 44 | 0 | 3.25M | $332.22M | +2 | −2 |
| Q3 2025 | 7 | 0 | 1.29M | $131.11M | +1 | −1 |
| Q2 2025 | 4 | 0 | 13.38K | $1.32M | +1 | −1 |
| Q1 2025 | 2 | -1 | 13.89K | $1.21M | n/a | −1 |
| Q4 2024 | 3 | 0 | 39.22K | $3.52M | n/a | n/a |
| Q3 2024 | 3 | 0 | 59.88K | $5.40M | n/a | n/a |
| Q2 2024 | 3 | n/a | 25.67K | $2.28M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 695.87K | +40.4% | $71.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 637.36K | n/a | $65.21M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 406.33K | n/a | $41.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 225.76K | n/a | $23.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 216.06K | -69.2% | $22.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Bnp Paribas Financial Markets | 132.91K | n/a | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citigroup Inc | 100.16K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 92.47K | n/a | $9.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 79.06K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 64.11K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 62.78K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 53.06K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 52.41K | n/a | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 50.93K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 48.67K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 45.39K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Healthcare Of Ontario Pension Plan… | 43.00K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 38.16K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 32.24K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 29.75K | Nieuw | $3.04M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 28.00K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 22.32K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.47K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 11.82K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 9.44K | n/a | $965,602 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 6.11K | n/a | $625,401 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | D. E. Shaw & Co. ✦ | 5.18K | -11.9% | $530,273 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 4.96K | n/a | $507,662 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 4.80K | n/a | $490,848 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | First Trust Advisors Lp | 4.20K | n/a | $429,511 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 4.08K | n/a | $416,913 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 3.60K | n/a | $368,418 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.50K | +6.0% | $357,965 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 3.23K | n/a | $340,413 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 3.30K | Nieuw | $337,623 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 2.90K | n/a | $297,007 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 2.87K | n/a | $293,129 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 2.03K | -94.8% | $208,099 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Wells Fargo & Company/Mn | 1.68K | n/a | $171,625 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | National Bank Of Canada /Fi/ | 1.33K | n/a | $135,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.31K | n/a | $134,333 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 828 | n/a | $84,713 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 620 | n/a | $63,432 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Toronto Dominion Bank | 4 | n/a | $409 | 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 | $3.04M | 0.0% |
| Renaissance Technologies | $337,623 | 0.0% |
Verlaten
| Two Sigma Investments | $4.46M | was 0.0% |
| BlackRock | $18,290 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 196 houders, 5.93M aandelen, $575.70M 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 ·
Verkrijg dit via de API