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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 | 2 | 0 | 513.25K | $15.10M | n/a | −1 |
| Q2 2026 | 35 | +3 | 3.80M | $119.82M | +7 | −5 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | n/a | n/a |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | n/a | n/a |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | n/a | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | n/a | n/a |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | n/a |
| Q2 2024 | 1 | n/a | 88.61K | $2.09M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 600.00K | n/a | $17.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 584.47K | n/a | $17.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 410.65K | n/a | $12.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | HighTower Advisors, LLC | 409.41K | n/a | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 344.94K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 133.39K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 127.50K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 117.11K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 90.32K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 78.89K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 67.30K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 55.37K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 45.35K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passief) | 43.72K | 0.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 40.75K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 35.84K | 0.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 35.49K | +40.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 32.82K | n/a | $978,729 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 23.36K | n/a | $696,760 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 20.42K | n/a | $608,913 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 16.84K | n/a | $502,228 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 16.50K | n/a | $492,174 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 11.02K | n/a | $328,699 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 10.89K | n/a | $324,740 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 7.25K | n/a | $216,076 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 7.00K | n/a | $208,740 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.43K | -22.9% | $161,907 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Fidelity (FMR) ✦ | 5.29K | +24.7% | $157,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 2.07K | n/a | $61,757 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Franklin Resources Inc | 1.64K | n/a | $48,756 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 964 | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 629 | n/a | $18,757 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 4 | n/a | $105 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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): 193 houders, 15.05M aandelen, $469.27M 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.