SFY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -14.5% · 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 | 20 | -3 | 126.69K | $18.86M | +1 | −4 |
| Q1 2026 | 24 | 0 | 205.16K | $25.61M | +4 | −4 |
| Q4 2025 | 24 | 0 | 118.09K | $15.61M | +1 | −1 |
| Q3 2025 | 5 | -2 | 48.39K | $6.25M | n/a | −2 |
| Q2 2025 | 4 | +1 | 59.42K | $7.02M | +2 | −1 |
| Q1 2025 | 2 | 0 | 6.27K | $639,140 | n/a | n/a |
| Q4 2024 | 2 | +2 | 18.69K | $2.03M | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 36.77K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 21.53K | -33.4% | $2.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 14.98K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 12.83K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Tidal Investments LLC | 9.79K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 4.78K | -2.8% | $632,241 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 3.66K | n/a | $483,708 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 3.32K | n/a | $438,507 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 3.21K | n/a | $424,255 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 1.83K | n/a | $241,853 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 1.72K | n/a | $226,919 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.48K | -8.0% | $195,981 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Assetmark, Inc | 666 | n/a | $88,019 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 340 | -95.4% | $44,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 266 | n/a | $35,152 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Qube Research & Technologies Ltd | 261 | n/a | $34,494 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 165 | n/a | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 162 | n/a | $21,410 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | BlackRock ✦ (passief) | 154 | Nieuw | $20,353 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 110 | n/a | $14,481 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 40 | n/a | $5,286 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 31 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 3 | n/a | $398 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3 | n/a | $396 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $20,353 | 0.0% |
Verlaten
| Goldman Sachs Group | $275,046 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 2.15M aandelen, $273.35M 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.