Effectdossier · gearchiveerd kwartaal
SDOG
naam in afwachting van profielverwerking
40Gevolgde houders
0Δ houders
5.41MGehouden aandelen
$327.51MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.9% · 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 | 43 | +1 | 5.26M | $358.94M | +1 | −1 |
| Q1 2026 | 44 | +3 | 5.25M | $341.25M | +4 | −1 |
| Q4 2025 | 40 | 0 | 5.41M | $327.51M | n/a | n/a |
| Q3 2025 | 6 | +1 | 1.15M | $69.20M | +1 | n/a |
| Q2 2025 | 2 | 0 | 18.59K | $1.07M | n/a | n/a |
| Q1 2025 | 1 | +1 | 4.17K | $241,987 | +1 | n/a |
| Q3 2024 | 1 | -1 | 4.93K | $290,545 | n/a | −1 |
| Q2 2024 | 2 | n/a | 21.87K | $1.16M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.86M | n/a | $112.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.04M | -0.4% | $62.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 656.80K | n/a | $39.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 319.52K | n/a | $19.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 277.24K | n/a | $16.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 272.50K | n/a | $16.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 198.22K | n/a | $11.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 153.99K | n/a | $9.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Goldman Sachs Group ✦ | 139.66K | +89.8% | $8.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 77.20K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 61.50K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 51.79K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 40.87K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 40.02K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Ameriprise Financial Inc | 35.80K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 30.98K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 20.54K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 16.44K | n/a | $994,193 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 15.85K | n/a | $958,510 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 15.24K | n/a | $921,829 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 13.22K | +0.9% | $799,595 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 11.98K | n/a | $724,370 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.82K | n/a | $654,287 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 8.63K | n/a | $522,123 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 8.42K | n/a | $509,170 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 8.27K | n/a | $500,192 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 7.60K | n/a | $459,752 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Captrust Financial Advisors | 5.15K | n/a | $311,420 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 4.25K | n/a | $255,978 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 3.40K | -76.3% | $205,719 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.17K | n/a | $131,341 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 1.65K | n/a | $100,017 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.10K | n/a | $66,759 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | JPMorgan Chase ✦ | 819 | -50.1% | $49,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 611 | n/a | $36,947 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 505 | n/a | $30,537 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 446 | n/a | $26,970 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 250 | n/a | $15,118 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 116 | n/a | $7,015 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 1 | -98.2% | $60 | 0.0% | ▼ Trim | 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): 164 houders, 6.83M aandelen, $433.58M 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 het vaakst nog meer 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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