Effectdossier · gearchiveerd kwartaal
RWX
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
3.26MGehouden aandelen
$91.34MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 5 | 0 | 1.62M | $45.11M | +1 | −1 |
| Q2 2025 | 3 | +2 | 2.29M | $62.74M | +2 | — |
| Q1 2025 | 1 | 0 | 717.75K | $17.57M | +1 | −1 |
| Q4 2024 | 1 | 0 | 13.68K | $315,279 | — | — |
| Q3 2024 | 1 | +1 | 8.31K | $229,107 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 827.65K | -0.7% | $23.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 827.65K | -0.7% | $23.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 827.65K | -0.7% | $23.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passief) | 774.01K | 0.0% | $21.67M | 0.0% | Held | 4 | SEC ↗ |
| 5 | Northern Trust Corp | 653.70K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northern Trust Corp | 653.70K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 281.58K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 281.58K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 281.58K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 281.58K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 188.46K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 90.37K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 90.01K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 90.01K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 88.36K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 88.36K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 88.36K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 60.14K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 28.23K | — | $790,496 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 28.22K | — | $790,244 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 28.22K | — | $790,244 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 23.50K | — | $663,556 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | LPL Financial LLC | 23.68K | — | $662,932 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.34K | — | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.34K | — | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.34K | — | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.34K | — | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.34K | — | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 16.12K | — | $451,248 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 14.37K | — | $402,353 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 10.18K | — | $285,147 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 10.18K | — | $285,147 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 7.89K | 0.0% | $221,004 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Nova Scotia | 7.16K | — | $201,127 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 6.96K | — | $194,925 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 6.83K | — | $191,352 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 6.83K | — | $191,352 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.23K | -54.4% | $90,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 3.17K | — | $88,875 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 3.17K | — | $88,875 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 2.39K | — | $66,948 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 2.12K | — | $59,332 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.99K | — | $55,720 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 1.99K | — | $55,720 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Barclays Plc | 600 | — | $16,800 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Blair William & Co/Il | 434 | — | $12,152 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 427 | — | $11,956 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 396 | — | $11,097 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Franklin Resources Inc | 184 | — | $5,152 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 4 | 0.0% | $112 | 0.0% | Held | 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
| 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.
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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