RTH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom -16.7% ·
netto nieuwe posities -3.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -3 | 224.12K | $57.32M | +1 | −5 |
| Q1 2026 | 32 | +3 | 256.35K | $64.31M | +4 | −1 |
| Q4 2025 | 29 | -1 | 240.93K | $60.11M | n/a | −1 |
| Q3 2025 | 5 | +1 | 62.32K | $15.64M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.06K | $252,333 | n/a | −1 |
| Q1 2025 | 1 | 0 | 5.53K | $1.25M | n/a | n/a |
| Q4 2024 | 1 | 0 | 1.84K | $412,098 | n/a | n/a |
| Q3 2024 | 1 | 0 | 36.98K | $8.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 31.82K | $6.55M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 90.10K | n/a | $22.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 56.03K | n/a | $13.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 21.03K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 16.73K | n/a | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 8.70K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 6.21K | -24.3% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 5.70K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 5.68K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 5.20K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.02K | -1.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Cibc World Market Inc. | 3.89K | n/a | $969,557 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 2.38K | n/a | $594,677 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 2.32K | -66.3% | $578,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.99K | n/a | $497,256 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 1.96K | n/a | $489,022 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 1.82K | n/a | $455,090 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 1.54K | -7.2% | $383,663 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 1.49K | n/a | $372,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 1.45K | n/a | $362,275 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 1.17K | n/a | $292,037 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 967 | n/a | $241,268 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 262 | n/a | $65,369 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 100 | n/a | $24,950 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 94 | n/a | $23,453 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 25 | n/a | $6,281 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 24 | n/a | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 23 | n/a | $5,739 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 14 | n/a | $3,493 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | n/a | $229 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| JPMorgan Chase | $10.41M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 340.48K aandelen, $85.76M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.