Effectdossier · gearchiveerd kwartaal
RING
naam in afwachting van profielverwerking
48Gevolgde houders
+2Δ houders
8.32MGehouden aandelen
$612.54MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +11.7% ·
netto nieuwe posities +4.2%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 52 | -1 | 5.69M | $367.60M | +6 | −8 |
| Q1 2026 | 55 | +6 | 10.28M | $799.95M | +9 | −3 |
| Q4 2025 | 48 | +2 | 8.32M | $612.54M | +3 | −1 |
| Q3 2025 | 6 | 0 | 1.18M | $76.59M | +1 | −1 |
| Q2 2025 | 4 | +1 | 19.15K | $838,544 | +2 | −1 |
| Q1 2025 | 1 | 0 | 18.44K | $707,244 | +1 | −1 |
| Q4 2024 | 1 | 0 | 7.43K | $208,857 | n/a | n/a |
| Q3 2024 | 1 | 0 | 7.43K | $245,264 | +1 | −1 |
| Q2 2024 | 1 | n/a | 15.05K | $415,558 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.84M | n/a | $135.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.04M | n/a | $76.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 979.37K | +92119.7% | $72.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 646.00K | -3.2% | $47.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Mml Investors Services, Llc | 463.07K | n/a | $34.10M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Allianz Asset Management GmbH | 441.64K | n/a | $32.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 405.78K | n/a | $29.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 369.63K | n/a | $27.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Bank Of America Corp /De/ | 266.48K | n/a | $19.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 265.14K | -45.2% | $19.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 207.86K | n/a | $15.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 177.26K | n/a | $13.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank Of Montreal /Can/ | 174.79K | n/a | $12.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 165.39K | n/a | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 136.79K | n/a | $10.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Wealthfront Advisers LLC | 75.73K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 73.72K | Nieuw | $5.43M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citigroup Inc | 67.05K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Victory Capital Management Inc | 56.34K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 52.92K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 21 | Commonwealth Equity Services, Llc | 52.60K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 52.27K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | TD Waterhouse Canada Inc. | 51.76K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 45.30K | Nieuw | $3.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 40.53K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 33.81K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 27 | Tidal Investments LLC | 29.13K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 19.61K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 17.91K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 13.59K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 9.40K | +20.7% | $692,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 7.24K | n/a | $573,310 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 5.76K | n/a | $424,225 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 5.37K | n/a | $395,065 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 4.87K | n/a | $358,841 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cibc World Market Inc. | 4.70K | n/a | $345,740 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 4.63K | n/a | $341,321 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 3.63K | n/a | $267,019 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 3.49K | n/a | $257,004 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.48K | +81.5% | $182,648 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.99K | n/a | $146,215 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Pnc Financial Services Group, Inc. | 1.38K | n/a | $101,698 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Us Bancorp \De\ | 1.15K | n/a | $84,760 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Simplex Trading, Llc | 581 | n/a | $42,784 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 208 | n/a | $15,319 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 119 | n/a | $8,763 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 38 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 0 | n/a | $22 | 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
| T. Rowe Price | $5.43M | 0.0% |
| Marshall Wace | $3.34M | 0.0% |
| Goldman Sachs Group | $2.49M | 0.0% |
Verlaten
| D. E. Shaw & Co. | $1.43M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 238 houders, 14.26M aandelen, $1.02B 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