SMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -3.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.08M | n/a | $36.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 940.42K | n/a | $16.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 722.06K | +50.0% | $12.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 635.32K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 553.95K | n/a | $9.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 548.62K | -48.5% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 417.57K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 346.83K | n/a | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Sei Investments Co | 301.34K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 292.16K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 238.10K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.03K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 123.87K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 63.55K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 54.35K | n/a | $946,285 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 50.79K | n/a | $884,265 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 43.44K | n/a | $756,238 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 21.94K | n/a | $381,920 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 20.28K | n/a | $352,220 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.95K | n/a | $329,926 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.08K | n/a | $245,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 13.85K | n/a | $241,145 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 10.55K | n/a | $184,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.46K | n/a | $182,202 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 8.58K | n/a | $149,447 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 6.63K | -26.3% | $115,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 686 | n/a | $11,943 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 253 | n/a | $4,405 | 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): 100 houders, 12.06M aandelen, $204.77M 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.