RWX
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.39K | $234,869 | n/a | n/a |
| Q2 2026 | 33 | -1 | 3.25M | $87.74M | +1 | −2 |
| Q1 2026 | 34 | +2 | 3.08M | $82.10M | +3 | −1 |
| Q4 2025 | 32 | 0 | 3.26M | $91.34M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.62M | $45.11M | +1 | −1 |
| Q2 2025 | 3 | +2 | 2.29M | $62.74M | +2 | n/a |
| Q1 2025 | 1 | 0 | 717.75K | $17.57M | +1 | −1 |
| Q4 2024 | 1 | 0 | 13.68K | $315,279 | n/a | n/a |
| Q3 2024 | 1 | +1 | 8.31K | $229,107 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 827.65K | -0.7% | $23.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | State Street Global Advisors ✦ (passief) | 774.01K | 0.0% | $21.67M | 0.0% | Held | 4 | SEC ↗ |
| 3 | Northern Trust Corp | 653.70K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 281.58K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Jane Street Group, Llc | 188.46K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Assetmark, Inc | 90.37K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 90.01K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 88.36K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Susquehanna International Group, Llp | 60.14K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 28.23K | n/a | $790,496 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 28.22K | n/a | $790,244 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 23.50K | n/a | $663,556 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 23.68K | n/a | $662,932 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 19.34K | n/a | $542,000 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Mercer Global Advisors Inc /Adv | 16.12K | n/a | $451,248 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 14.37K | n/a | $402,353 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 10.18K | n/a | $285,147 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | D. E. Shaw & Co. ✦ | 7.89K | 0.0% | $221,004 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Bank Of Nova Scotia | 7.16K | n/a | $201,127 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 6.96K | n/a | $194,925 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 6.83K | n/a | $191,352 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 3.23K | -54.4% | $90,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 3.17K | n/a | $88,875 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 2.39K | n/a | $66,948 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 2.12K | n/a | $59,332 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.99K | n/a | $55,720 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Barclays Plc | 600 | n/a | $16,800 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 434 | n/a | $12,152 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 427 | n/a | $11,956 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 396 | n/a | $11,097 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 184 | n/a | $5,152 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4 | 0.0% | $112 | 0.0% | Held | 2 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 115 houders, 6.35M aandelen, $167.01M 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.