RZG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.2% · 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 | 23 | 0 | 380.22K | $27.60M | +3 | −3 |
| Q1 2026 | 24 | +2 | 495.84K | $28.20M | +2 | — |
| Q4 2025 | 22 | 0 | 475.25K | $25.84M | — | — |
| Q3 2025 | 4 | -1 | 97.83K | $5.33M | — | −1 |
| Q2 2025 | 3 | 0 | 42.30K | $2.14M | — | — |
| Q1 2025 | 2 | +1 | 42.26K | $1.98M | +1 | — |
| Q4 2024 | 1 | 0 | 20.01K | $991,072 | — | — |
| Q3 2024 | 1 | -1 | 12.44K | $640,527 | — | −1 |
| Q2 2024 | 2 | — | 14.93K | $707,965 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 135.91K | — | $7.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 106.12K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 58.35K | +1.7% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 58.35K | +1.7% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 37.21K | -5.3% | $2.02M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 24.02K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 24.02K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 24.02K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 23.89K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 23.89K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 22.24K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 19.85K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 9.92K | — | $539,647 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 9.92K | — | $539,647 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 6.74K | — | $366,432 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.74K | — | $366,432 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 6.27K | — | $341,060 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 5.12K | — | $278,249 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.33K | — | $236,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.33K | — | $236,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 3.83K | — | $208,226 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 3.60K | — | $195,551 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 3.60K | — | $195,551 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.07K | — | $166,947 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 2.80K | — | $152,373 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 555 | — | $30,181 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 551 | 0.0% | $29,989 | 0.0% | Held | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 530 | -14.0% | $28,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 341 | — | $18,544 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 8 | — | $436 | 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): 54 houders, 795.30K aandelen, $44.20M 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.