Effectdossier · gearchiveerd kwartaal
SMMU
naam in afwachting van profielverwerking
31Gevolgde houders
0Δ houders
10.13MGehouden aandelen
$511.16MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -15.0% · 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 | 31 | -1 | 10.66M | $538.44M | +1 | −2 |
| Q1 2026 | 33 | +2 | 10.57M | $533.29M | +4 | −2 |
| Q4 2025 | 31 | 0 | 10.13M | $511.16M | — | — |
| Q3 2025 | 3 | +1 | 5.60M | $283.10M | +1 | — |
| Q1 2025 | 1 | 0 | 6.06K | $303,271 | — | — |
| Q4 2024 | 1 | 0 | 6.06K | $302,180 | — | — |
| Q3 2024 | 1 | 0 | 6.06K | $306,182 | +1 | −1 |
| Q2 2024 | 1 | — | 14.57K | $726,556 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.92M | -20.2% | $147.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.92M | -20.2% | $147.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.09M | — | $55.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.09M | — | $55.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.09M | — | $55.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Captrust Financial Advisors | 1.05M | — | $52.84M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 827.42K | -56.9% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 827.42K | -56.9% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 827.42K | -56.9% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 724.39K | — | $36.62M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 711.16K | — | $35.86M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 695.62K | — | $35.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 504.53K | — | $25.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 316.93K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 316.93K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 299.62K | — | $15.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 299.62K | — | $15.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 299.62K | — | $15.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 264.97K | — | $13.36M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 264.97K | — | $13.36M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 150.02K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 150.02K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 150.02K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 150.02K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 93.78K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 65.15K | +254.9% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 65.04K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 56.01K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 54.10K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 41.91K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 32.14K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 30.03K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 27.91K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 27.15K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 21.45K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 21.45K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 20.44K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 19.50K | — | $983,637 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 12.91K | — | $651,152 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 8.04K | — | $405,356 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 810 | — | $40,848 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 514 | — | $25,921 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Allianz Asset Management GmbH | 271 | — | $13,667 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 110 | — | $5,547 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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): 194 houders, 16.94M aandelen, $844.55M 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 verder het vaakst 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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