Effectdossier · gearchiveerd kwartaal
RHS
naam in afwachting van profielverwerking
33Gevolgde houders
-2Δ houders
1.91MGehouden aandelen
$55.42MGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.7% ·
aandelenstroom -3.8% ·
netto nieuwe posities -6.1%
— formule
Brede distributie — dalende aandelen en 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 1.91M | $57.44M | +5 | −3 |
| Q1 2026 | 32 | -1 | 1.77M | $52.15M | +3 | −4 |
| Q4 2025 | 33 | -2 | 1.91M | $55.42M | — | −2 |
| Q3 2025 | 6 | +2 | 457.97K | $13.38M | +2 | — |
| Q2 2025 | 1 | -1 | 5.84K | $175,058 | — | −1 |
| Q1 2025 | 1 | 0 | 41.92K | $1.29M | — | — |
| Q4 2024 | 1 | -1 | 19.51K | $587,371 | — | −1 |
| Q3 2024 | 2 | +1 | 41.63K | $1.35M | +1 | — |
| Q2 2024 | 1 | — | 12.07K | $369,371 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 258.11K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 258.11K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 258.11K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 203.35K | +12.1% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 203.35K | +12.1% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 203.35K | +12.1% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 190.63K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 186.93K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 177.28K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 177.28K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 175.77K | — | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 97.19K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 95.20K | +37.6% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 89.93K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 79.02K | -49.5% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 58.45K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 58.45K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 55.03K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 43.45K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 43.45K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 28.27K | — | $820,542 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 24.81K | — | $720,046 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 21.11K | — | $612,834 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 16.18K | — | $469,712 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 14.32K | — | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 14.32K | — | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 14.32K | — | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 14.32K | — | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 13.70K | — | $400,241 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 12.42K | — | $360,514 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 12.42K | — | $360,514 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 12.37K | — | $358,923 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 10.48K | — | $304,189 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 10.48K | — | $304,189 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 9.11K | — | $264,267 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 8.41K | — | $244,100 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 8.25K | — | $239,532 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 7.87K | — | $228,311 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 4.77K | -9.2% | $138,525 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Cwm, Llc | 3.52K | — | $102,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 2.44K | — | $70,763 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 318 | — | $9,247 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 275 | — | $7,982 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 272 | — | $7,895 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 175 | — | $5,079 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $1.07M | was 0.0% |
| Goldman Sachs Group | $259,693 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 3.66M aandelen, $96.87M 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 verder het vaakst 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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