Effectdossier · gearchiveerd kwartaal
SHE
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
484.24KGehouden aandelen
$63.98MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.5% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.81K | $762,947 | n/a | n/a |
| Q2 2026 | 38 | 0 | 418.94K | $64.65M | +2 | −3 |
| Q1 2026 | 40 | +1 | 426.01K | $54.37M | +2 | −1 |
| Q4 2025 | 39 | 0 | 484.24K | $63.98M | n/a | n/a |
| Q3 2025 | 3 | 0 | 174.98K | $22.30M | n/a | n/a |
| Q2 2025 | 1 | -1 | 2.55K | $318,548 | n/a | −1 |
| Q1 2025 | 1 | 0 | 9.62K | $1.10M | n/a | n/a |
| Q4 2024 | 1 | +1 | 4.49K | $520,402 | +1 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 121.36K | n/a | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 95.81K | -1.1% | $12.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 47.14K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 37.53K | -50.3% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 28.97K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 21.42K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 11.98K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 11.87K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 11.67K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 10.86K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Raymond James Financial Inc | 10.25K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Sei Investments Co | 6.20K | n/a | $819,380 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 6.20K | n/a | $819,210 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 6.16K | n/a | $813,567 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 5.51K | n/a | $745,440 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 5.14K | n/a | $682,968 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 4.63K | n/a | $611,628 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 4.54K | n/a | $599,656 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 3.86K | n/a | $510,186 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 3.54K | n/a | $467,537 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 3.22K | n/a | $425,650 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 3.01K | n/a | $397,108 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 2.97K | n/a | $391,859 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2.82K | n/a | $372,146 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 2.58K | -0.5% | $341,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 2.46K | n/a | $324,531 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 2.01K | n/a | $265,994 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 2.00K | n/a | $263,875 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 1.90K | n/a | $250,450 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 1.78K | n/a | $234,693 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.04K | n/a | $138,052 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 1.01K | n/a | $134,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 724 | n/a | $95,621 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 700 | n/a | $92,451 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 434 | n/a | $57,320 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Optiver Holding B.V. | 335 | n/a | $44,244 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 282 | n/a | $37,245 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 210 | n/a | $27,735 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 100 | n/a | $13,192 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 903.45K aandelen, $108.67M 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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