REZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +5.7% ·
netto nieuwe posities +2.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 2.02M | $191.49M | +3 | −3 |
| Q1 2026 | 36 | 0 | 2.08M | $172.67M | +3 | −3 |
| Q4 2025 | 36 | +1 | 2.11M | $174.10M | +1 | — |
| Q3 2025 | 8 | 0 | 609.10K | $51.76M | — | — |
| Q2 2025 | 5 | 0 | 139.82K | $11.51M | +1 | −1 |
| Q1 2025 | 3 | +1 | 40.95K | $3.54M | +1 | — |
| Q4 2024 | 2 | +1 | 39.87K | $3.23M | +1 | — |
| Q3 2024 | 1 | -1 | 27.79K | $2.47M | — | −1 |
| Q2 2024 | 2 | — | 7.96K | $613,231 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 509.04K | +3.5% | $42.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 216.60K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 160.69K | — | $13.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 159.24K | — | $13.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 144.56K | — | $11.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 117.21K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 108.54K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 91.21K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 80.83K | Nieuw | $6.68M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 61.83K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 46.46K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 46.04K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | GAMCO Investors ✦ | 45.78K | -1.7% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 42.36K | +171.0% | $3.50M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Mariner, LLC | 39.16K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 37.98K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 30.73K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 30.13K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 29.40K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 24.62K | -26.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Goldman Sachs Group ✦ | 15.12K | -10.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Brown Advisory Inc | 11.25K | — | $929,617 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 9.86K | — | $814,995 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 9.48K | — | $783,840 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.04K | — | $664,343 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 7.77K | — | $641,814 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 7.37K | — | $609,184 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 5.22K | — | $431,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 3.44K | +31.0% | $284,282 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Creative Planning | 2.68K | — | $221,374 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.32K | -19.4% | $109,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.20K | — | $99,168 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 864 | — | $71,410 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 504 | 0.0% | $41,640 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 42 | — | $3,471 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 19 | — | $1,611 | 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
| Two Sigma Investments | $6.68M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 153 houders, 4.77M aandelen, $376.68M 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.