Effectdossier · gearchiveerd kwartaal
QQQJ
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
4.25MGehouden aandelen
$156.67MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.7% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -4 | 5.58M | $253.04M | +2 | −7 |
| Q1 2026 | 47 | +6 | 5.02M | $181.42M | +7 | −1 |
| Q4 2025 | 40 | 0 | 4.25M | $156.67M | n/a | n/a |
| Q3 2025 | 4 | 0 | 260.67K | $9.33M | +1 | −1 |
| Q2 2025 | 2 | 0 | 9.98K | $319,037 | n/a | n/a |
| Q1 2025 | 1 | 0 | 244.05K | $7.08M | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.67K | $113,206 | n/a | n/a |
| Q3 2024 | 1 | -2 | 45.73K | $1.39M | n/a | −2 |
| Q2 2024 | 3 | n/a | 315.05K | $8.78M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.17M | n/a | $43.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Osaic Holdings, Inc. | 669.79K | n/a | $24.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 467.34K | n/a | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 364.38K | n/a | $13.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 294.52K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 281.51K | +11.6% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 177.41K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 138.42K | n/a | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 106.39K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 77.52K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 77.18K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealthfront Advisers LLC | 75.67K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 45.33K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 43.27K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 33.90K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 32.44K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mirae Asset Global Investments Co.… | 28.06K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 20.96K | n/a | $772,588 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 19.91K | n/a | $770,881 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 18.08K | n/a | $666,137 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 13.93K | n/a | $513,334 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 13.56K | n/a | $499,670 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 12.66K | n/a | $466,704 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 11.55K | n/a | $425,554 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 9.58K | n/a | $352,846 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 9.16K | n/a | $337,509 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 8.78K | n/a | $323,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 7.05K | n/a | $259,750 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 6.61K | n/a | $243,474 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 6.36K | -1.6% | $234,492 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Bank Of Montreal /Can/ | 2.79K | n/a | $102,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 2.47K | +38.1% | $90,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 2.45K | n/a | $90,135 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 781 | n/a | $28,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 710 | n/a | $26,164 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 511 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 154 | n/a | $5,675 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 26 | n/a | $958 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 10 | n/a | $369 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 2 | -99.0% | $74 | 0.0% | ▼ Trim | 2 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 169 houders, 8.57M aandelen, $286.09M 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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