Effectdossier · gearchiveerd kwartaal
RVT
naam in afwachting van profielverwerking
35Gevolgde houders
-1Δ houders
23.89MGehouden aandelen
$384.63MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom +2.1% ·
netto nieuwe posities -2.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 40 | +1 | 24.65M | $455.29M | +4 | −3 |
| Q1 2026 | 40 | +5 | 24.37M | $404.57M | +7 | −2 |
| Q4 2025 | 35 | -1 | 23.89M | $384.63M | — | −1 |
| Q3 2025 | 3 | +1 | 5.75M | $92.78M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.73M | — | $92.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 5.73M | — | $92.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.87M | — | $46.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.87M | — | $46.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 2.87M | — | $46.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 2.26M | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.61M | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 1.61M | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.61M | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.61M | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.48M | — | $23.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.48M | — | $23.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.48M | — | $23.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 783.43K | — | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 624.76K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 624.76K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 624.76K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lazard Asset Management Llc | 615.83K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 338.55K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 266.91K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Allspring Global Investments… | 188.15K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 174.50K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 130.11K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 120.28K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 102.12K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 102.12K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | First Trust Advisors Lp | 71.60K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 38.86K | — | $625,646 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 30.61K | — | $492,759 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 27.95K | — | $450,060 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 27.95K | — | $450,060 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 27.95K | — | $449,915 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jane Street Group, Llc | 27.95K | — | $449,915 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 26.89K | — | $432,917 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 25.78K | — | $415,026 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 15.49K | — | $249,453 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 15.44K | — | $248,600 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 13.74K | — | $221,145 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 12.89K | — | $214,148 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 12.75K | — | $205,340 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 12.75K | — | $205,340 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 12.75K | — | $205,340 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 12.42K | — | $199,921 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Truist Financial Corp | 12.00K | — | $193,180 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cwm, Llc | 1.69K | — | $27,000 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 1.34K | — | $21,558 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 407 | — | $6,553 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 325 | — | $5,233 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 292 | -59.6% | $4,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 292 | -59.6% | $4,715 | 0.0% | ▼ Trim | 2 | 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
| Millennium Management | $306,470 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 198 houders, 35.84M aandelen, $558.44M 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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