SGDM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom -4.3% ·
netto nieuwe posities -3.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 340.21K | n/a | $23.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 221.72K | -12.0% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 194.87K | n/a | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 144.50K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 115.14K | n/a | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 90.20K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 85.70K | n/a | $5.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 84.35K | n/a | $5.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 80.13K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 68.77K | n/a | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 53.61K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 47.93K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 31.81K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 30.23K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 19.13K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 6.23K | n/a | $433,768 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.69K | n/a | $326,432 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 4.29K | n/a | $298,809 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Blair William & Co/Il | 3.52K | n/a | $245,128 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 3.32K | n/a | $231,108 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 2.97K | n/a | $206,838 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Belvedere Trading LLC | 2.80K | n/a | $194,964 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 34.07K | n/a | $81,816 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.03K | n/a | $72,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 610 | +49.5% | $42,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Simplex Trading, Llc | 35 | n/a | $2,437 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.75M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 122 houders, 2.65M aandelen, $198.74M 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.