ROM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 223.09K | $34.62M | +2 | −6 |
| Q1 2026 | 23 | 0 | 248.55K | $19.49M | +3 | −3 |
| Q4 2025 | 23 | 0 | 320.58K | $30.23M | — | — |
| Q3 2025 | 3 | 0 | 176.31K | $16.34M | — | — |
| Q2 2025 | 2 | 0 | 194.95K | $14.84M | — | — |
| Q1 2025 | 2 | +1 | 218.37K | $11.67M | +1 | — |
| Q4 2024 | 1 | 0 | 4.26K | $296,910 | — | — |
| Q3 2024 | 1 | +1 | 1.39K | $93,294 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 171.83K | 0.0% | $16.20M | 0.1% | Held | 4 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 46.86K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 20.13K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 10.84K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Mariner, LLC | 9.42K | — | $888,306 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 8.62K | — | $813,123 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 7.50K | — | $707,253 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 6.60K | — | $622,380 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 6.40K | — | $603,520 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 5.96K | — | $562,075 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 5.91K | — | $557,691 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 5.41K | +20.9% | $510,257 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | LPL Financial LLC | 5.19K | — | $489,134 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 4.58K | — | $431,894 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 3.05K | — | $282,547 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | — | $94,300 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 711 | — | $67,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Group One Trading Llc | 272 | — | $25,650 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Franklin Resources Inc | 100 | — | $9,430 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 98 | — | $9,241 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 89 | — | $8,393 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2 | +100.0% | $246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $72 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 628.42K aandelen, $48.97M 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.